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Structure Chart: Filtering the information

Overview

We've introduced a redesigned Structure Filters interface to provide an improved filtering and visual experience, including:

  • Enhanced Location Filter: Now includes states.
  • Label Filter with Colors: Labels now include colors to visually distinguish and organize entities.
  • "More" Filters Group: A dedicated group containing additional filters, including Notes and Mandates and Legal Powers, for easier access and usability.

You can still filter in/out based on multiple criteria, such as:

  • Asset Classes
  • Locations
  • Currencies
  • Exclude

Additionally, you can include to blend in / out Liabilities, which are displayed with yellow and red arrows.

  • Yellow are commitments
  • Red are loans and mortgage

Guide

How to filter for specific assets?

How to exclude certain entities?

How to blend in Liabilities?

 
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