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This page included in PDC Set up Entities for Accounting. Do not rename. |
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In Eagle's investment accounting solution, an entity is another name for a portfolio.
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An entity identifies a collection of investments owned by the same individual, corporation, partnership, or trust.
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It tracks
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trade activity and maintains account positions, as well as all income and expenses.
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For convenience and ease of use, you can use both Portfolio Data Center (PDC) and Accounting Center to access the entry panels used to set up and maintain entities
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for use with Eagle
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Accounting
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