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
Subscribing to a Premier Portfolio and/or User Portfolio
To subscribe 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 Subscribe column of the Premier Portfolio to be subscribed (screenshot). Or click the Subscribe All Portfolios box to subscribe to all the Premier Portfolios (screenshot).
- Click the Send Order Email column to receive order emails for the selected Premier Portfolio (screenshot). Or click the Send Order Email All Portfolios box to receive order emails for all the Premier Portfolios (screenshot).
- Click the Finish button to save the Premier Portfolio subscription selection(s) and close the wizard (screenshot).
OR
- Click the Next button to subscribe to a User Portfolio (screenshot).
User Portfolio Subscriptions page:
- Enter or paste the UUID of the User Portfolio to be subscribed into the text box (screenshot).
- Click the Add Portfolio UUID button (screenshot).
- Click the box in the Send Order Email column to receive order emails (screenshot).
- Click the Finish button to save the Premier Portfolio/User Portfolio subscription(s) and close the wizard (screenshot).