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
Reverting a Portfolio
To revert a portfolio back to a prior revision:
- Right mouse click a portfolio from the Portfolio List view and select Revert Portfolio (screenshot). Or select a portfolio and then click Edit from the Main Menu Bar and select Revert Portfolio (screenshot).
- Click the arrow to the left of a portfolio name to display the available revisions (screenshot).
- Select the revision to be reverted. Review the Revision Change Details if necessary (screenshot).
- Click the Revert to Selected Revision button (screenshot).
- Click the Yes button to confirm reverting to the selected revision (screenshot).
- Click the Finish button to close the Portfolio Revisions window (screenshot).
