Where can I get an overview over all the accounts in a portfolio?

The ‘Accounts’ tab gives you an overview over all the cash accounts in a selected portfolio. As only an admin user can add accounts, you cannot add an account directly in this section. To learn how to add a cash account click here.

  1. Go to the ‘Portfolios’ section of ONE PM.
  2. Search for the portfolio whose Accounts you want to look at.
  3. Click on the ‘Accounts’ tab.

Where can I get an oververview over the transactions in an account?

To get an overview over the transaction of a single account, click on it to open a slide in window. You can toggle between the ‘General’ and the ‘Bookings’ tab to find the information you need.

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