Show cash balance in online accounts

dbpinochle
dbpinochle Unconfirmed, Member
edited September 8 in Investing (Mac)

My brokerage is TastyTrade. I want to display the cash balance in the online account. I have seen that this could be done in a report but I want to see it as a part of my online query. In one account I see around 2K where the actual amount is 10K which includes the cash amount. As the cash changes I want to be able to see this. Is there a way that I can do this?

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  • Jon
    Jon SuperUser, Mac Beta Beta

    If you want to see the cash balance in an individual account, select it in the sidebar and then look at the Dashboard or Portfolio displays for that account & it will show the cash balance along with the rest of your holdings. If you want to see the total cash across all investing accounts select the Investing group in the sidebar & the Dashboard and portfolio pages will show the total cash for all accounts.

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