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
Forgot Username / Password
For a forgotten Password perform a password reset:
- Open PX by double clicking the desktop shortcut (screenshot).
- Click the Password Reset button (screenshot).
- Enter the email address used when registering in Line 1 (screenshot).
- Click the Request Email button in Line 2 (screenshot).
- Check inbox for an email from PortfolioXpert with the subject VPM Partners Password Reset (screenshot). If email is not received within a few minutes, check junk folder and/or spam settings.
- Copy the password reset code from the email (screenshot).
- Paste the password reset code into Line 3 (screenshot).
- Enter a new password in Line 4 (screenshot).
- Re-enter the new password in Line 5 (screenshot).
- Click the Apply New Password button (screenshot).