have the ability to switch between accounts when viewing holdings
lennyroberts9999 Unconfirmed, Member ✭
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.
If you haven't already, you may want to consider using a Portfolio view to view all of your holdings by account: press Ctrl + U1