have the ability to switch between accounts when viewing holdings

lennyroberts9999
lennyroberts9999 Unconfirmed, Member ✭
in Manage Accounts and Transactions (Windows)
I like to compare my holdings quarterly to my brokerage statements. It would be easier to be able to have a drop down of all of my accounts to switch from one to the other rather than exiting and having to click on another account and do it all over again.
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  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    If you haven't already, you may want to consider using a Portfolio view to view all of your holdings by account: press Ctrl + U

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