Introduction to Tabs & Menus

Take your first steps into the world of PortfolioXpert.

This video will help you get logged in and show you how to set up your page layout.  It also gives a general overview of the Portfolios, Queries, Symbols, Watchlists, Reports and Research Tabs. 

This video will teach you the ease of understanding and building your entire process with PortfolioXpert. We show you all aspects of navigating through the software enabling you to easily develop your portfolio and research efforts. 

Key Features:

  • Logging In
  • Navigating the Tabs & Menus
  • Page Layout – Saved Settings
  • Portfolio Subscriptions
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Scroll to Top