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
Monthly / Annual Returns
The Portfolio Monthly / Annual Returns view displays the month-to-month portfolio returns.
View Tab
- Double click the view tab to maximize the view full screen. Double click it again to restore.
- Right mouse click on the view tab to open the view popup menu.
- Click
- in the view tab to close the Portfolio Monthly / Annual Returns view.
- Left mouse click the view tab and hold down the mouse button to move the Portfolio Monthly / Annual Returns view. Release the mouse button to place it.
View Toolbar
The View Toolbar contains controls and settings specific to the Portfolio Monthly / Annual Returns view. Mouse hover over a button to see its tooltip.
Table to Spreadsheet button
- Click
- to export the Portfolio Monthly / Annual Returns table to a spreadsheet (sorting applied prior to exporting will be preserved in the spreadsheet).
