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.
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WRITER NOTE: consider note that links over to PDF Data Management type entity or a new section that describe the different types of entity setup and provides a link |
- Manage Accounting Entities
- Create/Edit Entity Panel Options
- Manage Entity Lists
- Manage Reporting Composites
- Manage Account Cross References
- Manage Accounting Bases for Entities
- Add a Basis to a Portfolio Panel Options for Entities
- Manage Accounting Periods
- Manage Accounting Period Close Rules
- Period Close Rule Panel Options