In Search window “Search holdings in this portfolio”, if cash accounts can also be searched, it will be very helpful, rather than going to overview screen and select the individual cash account,
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| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Search holdings in multiple portfolios using Dashboard | 0 | 21 | 1 May 2025 | |
| Cash Accounts - select per trade | 51 | 4365 | 29 March 2025 | |
| LET ME SEE THE TICKER AND RETURN WITHOUT HAVING TO USE THE SLIDER AT THE BOTTOM OF THE PORTFOLIO PLEASE (web version) | 0 | 244 | 8 January 2023 | |
| ATTEMPT 2 LET ME SEE THE TICKER AND RETURN WITHOUT HAVING TO USE THE SLIDER AT THE BOTTOM OF THE PORTFOLIO PLEASE (web version) | 2 | 283 | 11 February 2023 | |
| Lateral navigation between holdings | 0 | 231 | 24 January 2023 |