Why didn't the Holdings Page initially show all my accounts? First unselect "All Accounts," and then select just that account. You can narrow your selection to a single account by using the Account Selection Dropdown found at the top right of the page. How do I view holdings for only a single account? Stifel wealth tracker download#The Download CSV button is currently only available when accessing Stifel Wealth Tracker in a web browser (not in a mobile app). The downloaded data is filtered according to the current state of the Account Selection Dropdown, Asset Type Filter, and Search Box.Ī CSV File is a comma-separated value file, which is a standard format that can be opened by most spreadsheet and text-editing software, including Microsoft Excel. The Download CSV button allows you to export and download the holdings data currently in view. The Search Box works in combination with the Asset Type Filter and the Account Selection Dropdown, so you will only see results that match all three. You can use the Search Box to find holdings by name, symbol, or description. This happens if you navigate to the page by clicking on an Asset Type elsewhere in the app. You can disable a filter by click the "X" next to it, or clear all filters at once in the Filter Dropdown.Īn Asset Type Filter may be pre-applied to the Holdings Page when you get there. If a filter is in effect, it will appear beside the Filters Button. Filtering by asset type works in combination with the Account Selection Dropdown. Use the Asset Type Filter to drill down to a view of one or more asset types. For example: click Market Value to sort by that field, descending. Easily access the analyst rating and recent research report all within your Holdings page.īy default, the Holdings Page sorts your holdings in Balance Sheet Order. You can change the sort at any time by clicking on a column header. Stifel's award winning Research is seamlessly integrated into your Holdings page. When you click on a particular position, it will expand to reveal all the accounts that hold it. If you select multiple (or all) accounts, the Holdings Page acts as an aggregate presentation of the totals and positions across all the accounts. If you use the Account Selection Dropdown to select a single account, the Holdings Page acts as a detailed presentation of that account's totals and positions. Tip: Learn more about the Account Selection Dropdown here. Stifel wealth tracker how to#Tip: To make it easier to switch between groups of accounts, like "kids" and "retirement", learn how to create Account Groups here. You can view your accounts by selecting a single account from the Accounts dropdown box or you an view them by a particular group of accounts that you have created. To find out more, head to How Often Is My Data Updated? Holdings Page Features Selecting Accounts Data from accounts at other institutions is updated every day. Related: How often is my financial data updated?
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |