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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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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 |
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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 for use with Eagle Accounting.
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