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 Orders view.
• Left mouse click the view tab and hold down the mouse button to move the Portfolio Orders view. Release the mouse button to place it.

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View Toolbar

The View Toolbar contains controls and settings specific to the Portfolio Orders view. Mouse hover over a button to see its tooltip.

Table to Spreadsheet button

• Click

• to export the Portfolio Orders table to a spreadsheet (sorting applied prior to exporting will be preserved in the spreadsheet).

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Information Displayed

1. Execute Date – date the trade needs to be placed
2. Ticker – ticker symbol for the security being bought or sold
3. Name – name of the security being bought or sold
4. Trade System – trading system/model being utilized (e.g. 1.2a daily, 1.2a weekly, 3.2a daily, 3.2a weekly)
5. Order Type – type of order being placed (e.g. Model Buy/Sell, User Start/Stop, Reallocation Sell, Rebalance Buy/Sell, User RB Max Buy/Sell, User RB Min Buy/Sell)
6. Shares – number of shares being bought or sold in the transaction (calculated based on the previous day’s closing price)
7. Current % – security’s current allocation in the portfolio
8. Projected % – security’s projected allocation in the portfolio after the transaction
9. % Redux – percent reduction of the security’s current allocation in the portfolio after the transaction
10. % Increase – percent increase of the security’s current allocation in the portfolio after the transaction