Set Up Entities
Set Up Entities
- Tom Fahey (Unlicensed)
- Former user (Deleted)
Owned by Tom Fahey (Unlicensed)
Last updated: Oct 20, 2016 by Former user (Deleted)
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.
- Manage Entities
- Add/Change 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
, multiple selections available,