Query

Running a Query

General information What is PortfolioXpert? Who Uses PortfolioXpert? Features and Capabilities Inference Engine Development Software Introduction Getting Started Software Layout Software Features VIEWS What is a View? Sortable Tables Multi-select Aware Table to Spreadsheet Right Mouse Menu Toolbar Buttons Opening Repositioning Resizing Closing View Tab VIEW BREAKDOWN Portfolio Rolling 12 Month Returns Portfolio Rolling 24 […]

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Editing a Query

General information What is PortfolioXpert? Who Uses PortfolioXpert? Features and Capabilities Inference Engine Development Software Introduction Getting Started Software Layout Software Features VIEWS What is a View? Sortable Tables Multi-select Aware Table to Spreadsheet Right Mouse Menu Toolbar Buttons Opening Repositioning Resizing Closing View Tab VIEW BREAKDOWN Portfolio Rolling 12 Month Returns Portfolio Rolling 24

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Deleting a Query

General information What is PortfolioXpert? Who Uses PortfolioXpert? Features and Capabilities Inference Engine Development Software Introduction Getting Started Software Layout Software Features VIEWS What is a View? Sortable Tables Multi-select Aware Table to Spreadsheet Right Mouse Menu Toolbar Buttons Opening Repositioning Resizing Closing View Tab VIEW BREAKDOWN Portfolio Rolling 12 Month Returns Portfolio Rolling 24

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Building a New Query

General information What is PortfolioXpert? Who Uses PortfolioXpert? Features and Capabilities Inference Engine Development Software Introduction Getting Started Software Layout Software Features VIEWS What is a View? Sortable Tables Multi-select Aware Table to Spreadsheet Right Mouse Menu Toolbar Buttons Opening Repositioning Resizing Closing View Tab VIEW BREAKDOWN Portfolio Rolling 12 Month Returns Portfolio Rolling 24

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