General information
Software Introduction
VIEWS
VIEW BREAKDOWN
- Portfolio Rolling 12 Month Returns
- Portfolio Rolling 24 Month Returns
- Long Positions Breakdown Chart
- Active Symbols
- Current / Projected Positions
- Open Positions
- Portfolio List
- Monthly / Annual Returns
- Portfolio Orders
- Portfolio Symbol Returns
- Portfolio Trade Log
- Portfolio Trade Profile
- Combined Symbol Stats
- Fundamental Snapshot
- Quick Search
- Research
- Symbol History
- Symbol Model Results
- Symbol Stats History
- Symbol Trade Log
- Symbol Trade Profile
- Trend / Resistance / Support
- Queries
- Reports
- Watch List Triggers
- Watch Lists
PERSPECTIVES
PORTFOLIO
QUERY
WATCH LIST
Who Uses PortfolioXpert?
PortfolioXpert technology is tailored to fit the needs of:
★ Broker/Dealers
★ Registered Representatives (RR’s)
★ Registered Investment Advisors (RIA’s)
★ Plan Sponsors
★ Certified Public Accountants (CPA’s)
