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
Unsubscribing to a Premier Portfolio and/or User Portfolio
To unsubscribe to a Premier Portfolio and/or User Portfolio:
- Click Edit from the Main Menu Bar and select Portfolio Subscriptions to open the portfolio subscription wizard (screenshot).
Premier Portfolio Subscriptions page:
- Click the
- in the Subscribe column of the Premier Portfolio subscription to be removed (screenshot). Or, if checked, click the Subscribe All Portfolios box to unsubscribe to all of the Premier Portfolios (screenshot).
- Click the Finish button to save the Premier Portfolio subscription removal(s) and close the wizard (screenshot)
OR
- Click the Next button to unsubscribe to a User Portfolio (screenshot).
User Portfolio Subscriptions page:
- Select the portfolio to be removed from the Current User Portfolio Subscriptions table (screenshot).
- Click
- to remove the selected User Portfolio (screenshot).
- Click the Finish button to save the Premier Portfolio/User Portfolio subscription removal(s) and close the wizard (screenshot).
