Material depot

You can use the "Securities account" evaluations to search specifically for securities that are included or not included in the securities accounts you manage.

Use the "Search securities account/securities" report to obtain a list of all holders or securities accounts in which the security is held.

Conversely, you can also list all securities accounts in which a particular security does not yet exist. This is done using the "Check material depot/non-existence" function in the evaluations of a group.

This evaluation is specially adapted to the needs of groups and depot filters and can only be used sensibly there. Nevertheless, you do of course have the option of editing the template so that it is also available for owners. See the chapter Edit template properties.