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
Toolbar Buttons
Each view has a toolbar area with buttons for controls and settings. Most views contain general Toolbar Buttons like “Minimize”, “Maximize” and “Save Table As Excel Spreadsheet”. But some views, such as the Xpert Chart and Symbol Graph, contain additional Toolbar Buttons. Click a Toolbar Button to activate it, or place your mouse cursor over it to display a tooltip (screenshot).