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In the Position Viewer's Position workspace, you can select a Search type of All Portfolios to review position data across all entities for a certain Primary Asset ID or Issue Name. Use this option when you want to see a security across funds.

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  1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
  2. Enter Position Viewer in the Start Search text box.
  3. Click the Position Viewer (Accounting Center) link to access the Position Viewer.
    You see the Position workspace.  
  4. In the Search type list, click All Portfolios.
    The Search Type option has a value of One Portfolio by default.  Click the Search arrow and select New SearchLast 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 paneIn the Search Details pane, you see the search criteria for the selected search type.
  5. Complete the search criteria.
  6. Click the Search button in the Search Details pane.
    You see the selected search criteria in the header area. You see the search results in the grid
  7. From the Query Based On field, select All Portfolios.
  8. Complete the options on the Query Positions window. See the Query Positions Window Options - Query Based On All Portfolios section.
  9. Click Search.

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Query Positions Window Options - Query Based on All Portfolios

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