Chapter 2 - Portfolio Management Page
Portfolio Management Page Overview
Last Updated: April 16, 2024This page allows you to view and manage various Portfolios (baskets of instruments). Open this page by clicking the “Portfolio Management” button at the...
Portfolio Management Page Overview
Last Updated: January 20, 2023This page allows you to view and manage various Portfolios (baskets of instruments). Open this page by clicking the “Portfolio Management” button at...
Portfolios Panel
Last Updated: January 13, 2023This panel lists all Portfolios you have; the ones bundled with the software or those Portfolios you created yourself. 1. The...
Portfolio Instruments Panel
Last Updated: August 27, 2022As the name suggests, this panel shows the instruments contained within a selected Portfolio (the one you selected from the Portfolios Panel previously)....
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...
Sync Details/Search Results Panel
Last Updated: January 20, 2023These panels are hidden by default. They’re located at the bottom of the Portfolio Management page, both occupying the same space. So if...
