Option for a combined view of all holdings in a single list (regardless of account)
It would really be helpful to review combined holdings all together in a single list. In that way the user can access combined performance and exposure across accounts for the same asset. Also it would eliminate double or triple reviewing for the same assets type held in different accounts. I have a dozen accounts so this would be most helpful.
Thanks for the feedback, I'll relay the same to our product team.
Regards,
Kushal Mehrotra
Data QA Analyst