Consolidated evaluation with groups

Groups can be valued in the same way as an individual securities account. This allows you, for example, to summarize and evaluate all portfolios of an asset manager or investment advisor.

The evaluations described in this chapter are available for the groups, some of which are also possible for owners or portfolios. In addition to the evaluations, you can display the account balances and account movements of all existing accounts within a group. A transaction list or a securities list of all securities accounts or securities existing within the group is available. It is sufficient if the securities accounts are located somewhere below the group, e.g. in the group/owner/securities account arrangement. The entire structure below the group is always searched. All securities accounts located anywhere below the corresponding group are also taken into account for the various evaluations. The owner list, for example, lists all owners who belong to the currently selected group in a table.

You have the following options for accessing the individual evaluations:

• Search for the group via the quick search in the ribbon ("Depot objects" setting in the object search) and select it in the search result to open the group's workspace.
• If the group is visible in the Explorer, you can of course also quickly open its workspace by double-clicking on the group.

In the workspace of the group, select the desired evaluation in the worksheets (owner list, asset overview, stock overview, etc.).