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.
- Go to the ‘Portfolios’ section of ONE PM.
- Search for the portfolio whose Accounts you want to look at.
- 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.