The Holdings tab of RightCapital's Investment module allows you to see a consolidated view of the holdings within a household's investment accounts. You can access this module within the Investment > Holdings tab of each client plan:
Using the drop-down menus above the holdings table, you can filter holdings by owner, tax category, or individual account. Additionally, you can click the column headings to sort the holdings list by criteria like quantity, price, value, and gain/loss:
If you click on the blue download button in the upper right-hand corner, you can download the holdings table as a .csv file. This will preserve any filters you've applied.
