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With OmniValue you can organize your financial assets into portfolios and `owners.` A portfolio contains assets of the same type, and
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With OmniValue you can organize your financial assets into portfolios and `owners.` A portfolio contains assets of the same type, and the owner represents all assets that have the same legal owner. The assets are shown in a `value explorer` that`s similar to the Windows Explorer. Different types of assets can be defined, such as stocks, funds, bonds, and bank accounts. The type of asset is defined by making a selection from a list of predefined value types. The asset is further described by inse
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