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Equities by Groups

General Information​

This page is designed to analyze the total equity of account groups included in a custom category. Brokers can create and name custom categories and include the desired account groups in them. Once a new category is created, it is available for analysis in the chart.

The page contains the following information blocks:

Create an Account Group​

This form allows you to create custom categories and include desired account groups. To access the settings, click the "Account Group Categories" button. Use filters and the search field to find account groups that should be included in the custom group.

Enter the name of the account group to include in the new custom category. Enter the name of the custom category in the Category field and click Add Item.

Your custom category has been created and is now available in the drop-down list.

The bottom of the page contains sorted custom categories and account groups in separate tables.

  • Custom Categories Table: Displays all created custom categories.
  • Account Groups Table: Shows all account groups associated with each category.