In Accounting Center, you can use the Position Viewer tool to research all types of positions in Eagle's accounting solution.
To access the Position Viewer tool:
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Position Viewer in the Start Search text box.
- Click the Position Viewer (Accounting Center) link to access the Position Viewer tool.
You see the Position workspace, which allows you to review cost, cash, and income positions.
The Position workspace includes the following panes:
- Search Details. In the Search Details pane, you can query position data for one portfolio, one portfolio for one security, or all portfolios.
- Grid. When you execute a query, the Position grid displays a list of positions that match the query criteria you entered in the Search Details pane
- Reports. The Reports pane displays the Cost, Cash, Income, (and Wash Sale Adjustment, if appropriate) tabs for viewing data related to a specific position.
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