Portfolio Manager Overview

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Portfolio Manager Overview

Clicking Portfolio Manager in the Portfolio drop-down menu will always open with the Account View tabbed work page open:

The Account View shows all of accounts maintained in Your SOFTWARE.

Initially there will be a Sample account and Sample portfolio. You can add new accounts and/or rename the sample.

After creating new accounts and portfolios, they will all be displayed in the Account View table and their contents will be included in the pie charts in the lower section of the page..

Once the Portfolio information has been entered, the Portfolio Manager can be used to display and analyze these positions in a number of different ways.

Portfolio Manager Features

The following topics detail the features available within the Portfolio Manager pages:

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