Search holdings across all Pro client portfolios

Allow Pro users to search for a holding by ticker or name and see every client portfolio that currently holds that investment. For example, searching for BHP or GOOG could return a single list of all clients and portfolios holding that security, rather than requiring each portfolio to be checked individually. Why would this be useful? Pro users can manage a large number of client portfolios. Being able to answer questions such as “Which clients currently hold BHP?” across the whole client book would make portfolio review, administration and reporting much faster. What would the ideal outcome look like? A cross-portfolio holdings search or report that: Searches by ticker or holding name Returns each client and portfolio holding that security Shows useful holding information such as quantity, market value and portfolio weighting Provides a summary across the client book, such as the number of portfolios holding the security and total value held Allows the user to open the relevant client, portfolio or holding from the results