Chapter 2 - Portfolio Management Page
5 Docs
Portfolio Management Page Overview
Last Updated: November 6, 2026Understand instrument portfolios, the folder tree and instrument panel, and distinguish them from broker accounts in the Trading Dashboard.
Portfolios Panel
Last Updated: November 6, 2026Create folders and portfolios, select highlighted rows, navigate dynamic portfolios and use current merge, copy, backup and restore actions.
Portfolio Instruments Panel
Last Updated: November 6, 2026Inspect portfolio membership and instrument fields, with current guidance on unsupported Yahoo data.
Instrument Chart Panel
Last Updated: August 27, 2022Located at the right area of the Portfolio Management page, this panel shows the Price and Volume Charts of an instrument. First you...
Search and Sync Details
Last Updated: November 6, 2026Use current grouped global search, management-list filters and Sync Details to find items and inspect market-data synchronization.
