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Securities Dashboard Widget
The Securities widget allows you to view a list of your top securities and order them by one of several categories. It gives you an at-a-glance view of security holdings.
You can customize this widget to change the number of securities you see in the list, change the sorting criteria, add page links, and add columns to provide additional information about those securities.
You can use this widget to help you take actions based on the securities you hold. For example, you can use the list to find unassigned securities that require additional action, whether that's adding the securities to models or creating substitute securities within clients' accounts. You can also view gain and loss information to possibly find tax harvesting opportunities.
You can also view the underlying accounts associated with any of the securities without leaving the Dashboard.
The Account Reports section of the dashboard shows a summary of information for your accounts in Advisor Rebalancing.
You can filter the information you see within Account Reports widgets in the following ways:
Saved Search. Filter the results in the Account Reports widgets by applying a saved search which will show only the data from the accounts in that saved search. To do this, select the appropriate saved search in the Select a Saved Search list, and click Filter.
Account Set. Filter the results in the Account Reports widgets by applying an account set filter to only show data from the accounts in that account set. To do this, select the appropriate account set in the Select an account set list, and click Filter.
Reset. Click the Reset button to remove any filtering applied to the Account Reports widgets. The widgets will then reset to include data from all accounts.
Collapse. You can collapse all of Account Reports to hide all the widgets from view by clicking 
. You can re-expand your view by clicking 
.
You can view the underlying accounts immediately without having to navigate away from the Dashboard. To view these accounts, click the 
icon. This opens a dialog box showing the accounts associated with that security.
You can customize the information you see on the Securities widget in the following ways.
To change how the name that appears on the widget, follow these steps:
Click Dashboard.
Click 
to open settings for the Securities widget.
In Report Name, type the appropriate name. You can use up to 128 characters.
Click Save.
To change how the Securities widget is grouped and sorted, follow these steps:
Click Dashboard.
Click to open settings for the Securities widget.
Under View, change the number of securities listed, if desired. Choose Top 10 or Top 20.
Under View, choose the category you'd like to view:
| Option | More Information |
|---|---|
| Unassigned Securities | Shows unassigned securities, those securities not part of a model |
| Assigned Securities | Shows assigned securities, those securities part of models |
Change Order by to your preferred view. You can sort by any of these criteria in Ascending or Descending order:
Accounts
Initial Value
Post Rebalance Value
Symbol
Unrealized Initial LT Gain
Unrealized Initial ST Gain
Unrealized Initial Total Gain
Click Save.
To change the visible columns, follow these steps:
Click Dashboard.
Click to open settings for the Securities widget.
In Optional Columns, choose the appropriate column.
| Column | More Information |
|---|---|
| Accounts | The number of accounts holding that security. |
| Initial Value | The total initial value for all single accounts holding that security. |
| Post Rebalance Value | The total value for all accounts holding that security after rebalance. If an account holding the security isn't rebalanced, its initial holding value is used. |
| Unrealized Initial LT Gain | The total value of all unrealized long-term gains or losses for all accounts holding that security. |
| Unrealized Initial ST Gain | The total value of all unrealized short-term gains or losses for all accounts holding that security. |
| Unrealized Initial Total Gain | The total value of all long and short-term gains or losses for all accounts holding that security. |
To add a column, click 
to add it to the Selected list. You can add up to 3 columns.
To remove a column, click 
to add it to the Available list.
To reorder the columns, click 
to move the column up or 
to move the column down.
Click Save.
You can set links within the securities widget, and these links can be set to go to the page in Advisor Rebalancing that you specify. When you click on a page link you've set in the widget, it will take you to your specified page and automatically creates a custom account set containing the underlying accounts.
To set custom page links, follow these steps:
Click Dashboard.
Click to open settings for the Securities widget.
Select the appropriate page link in the Account Page Link list.
Click Save.
