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You can view detailed information about entities in the Portfolio Data Center.

Note
You must have permission to access the Portfolio Data Center.

To view entity details from Portfolio Data Center:

Anchor
show entity information
show entity information

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  1. Follow the procedure to view/download results.
    You see the underlying performance calculation results in a new workspace with Report and Diagnostics tabs. When you drill down to the security level, additional tabs appear for Cash Activity, Price, Analytics, Position Cross Reference, Security Cross Reference, Performance, Ratings, and Details.
  2. Select a specific entity.
  3. Click the Results tab and then Show Entity Information.
    The Portfolio Data Center opens in a new workspace where you see the details for the entity.