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
Sortable Tables
Many views display data in a table. These tables can be sorted by applying either an ascending or descending order to any column within the table. This is done by clicking on the column header of the column you would like to use to sort the table. For example, to sort the Portfolio List View in descending order by portfolio name, click the “Name” column header until it is arranged in descending order. In some cases this might require more than one mouse click. When a column is selected, its sort order is designated by either an up or down arrow in the column header (screenshot).