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
Multi-select Aware
Tables are multi-select aware. This means that multiple items, or rows, from a table can be selected and thus highlighted at the same time. This is done by holding down the CTRL button when selecting table rows. This can also be done across multiple views within a given perspective (screenshot). Some views such as the Symbol Model Results, Symbol Trade Profile, and Fundamental Snapshot remember table row selection(s) even after being updated with a different symbol.