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- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Position Viewer in the Start Search text box.
- Click the Position Viewer (Accounting Center) link to access the Position Viewer.
You see the Position workspace. - In the header, ensure Search type is set to One Portfolio.
The Search Type option has a value of One Portfolio by default. - Complete the options on the Query Positions window.
- Click SearchClick the Search arrow and select New Search, Last Search, or any saved search. Or, click the double arrow to the right of the workspace to expand the Search Details pane.
You see the Search Details pane. - Complete the search criteria or click Add Search Criteria to manage the search criteria that appear.
- Click the Search button in the Search Details pane.
You see the search results based on the criteria you selected. You see your search criteria in the header area. - If you want to save your search criteria, click the Save arrow and enter a name for the search.
- In the Grid tab, you can use the options to manage how data displays for the search results.
After you specify search criteria and review the search results, you can select a security from the search results and process a transaction for that security. The system uses the entity/or and security you selected in the search criteria as default values in the transaction entry panel.
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