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An entity is another name for a portfolio. It is a collection of investments owned by the same individual, corporation, partnership, or trust. An entity tracks your trade activity and maintains account positions, as well as all income and expenses. |
- Manage Entities
- Add/Change Entity Panel Options
- Manage Entity Lists
- Manage Reporting Composites
- Manage Account Cross References
- Manage Accounting Bases
- Add a Basis to a Portfolio Panel Options
- Manage Accounting Periods
- Manage Accounting Period Close Rules
- Period Close Rule Panel Options
- Manage Accounting Rules
- Manage URGL Rules
- URGL Rule Panel Options
- Manage Amortization/Accretion Rules
- Amortization/Accretion Rules Panel Options
- Manage Business Calendars
- Manage Business Calendar Information
- Manage Mixed Cost Basis Rules
- Mixed Cost Basis Rule Details Panel Options