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
White Label
PX is a white-label software product that allows you to rebrand it making it look like your own. To change the PortfolioXpert logo:
- Right mouse click in the Banner Area and select Change Logo (screenshot).
- Locate an image file from your computer (images are automatically scaled to fit so large images with a transparent background will look the best) and then click the Open button (screenshot).
To change the banner area background color:
- Right mouse click in the Banner Area and select Change Background (screenshot).
- Locate an image file from your computer and then click the Open button (screenshot).
To clear both the custom logo and background color, right mouse click in the Banner Area and select Clear Custom Logo / Background (screenshot).
