The program combines the holdings across all investment accounts into an aggregate Portfolio of holdings. Use the Portfolio to monitor your investments to keep your eye on the overall composition of your holdings to make sure you are properly diversified and prepared for your financial future. The overall value of holdings can be referenced in the Portfolio listing of the main account list.

Note Note: Securities and investment holdings are currently only accessible when using SEE Finance 2 for macOS. Their values are still updated due to recording and editing transactions as well as when downloading security prices.