In institution tree investment account has wrong total if you have same security at 2 or more accounts. 1) First time define a security everything is OK (at any account) 2) Then try to add the same security to another account (with different institution). System ask you to reuse existing one. Say "Yes". 3) Make some transactions (e.g. "buy security") on both account. Now on "institution" view you will have all value at account where security was initially created). The problem seems to be in filter-logic that institution view uses.
Created attachment 105296 [details] Institution view No problem with my institutions view