Software Introduction

Reports

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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Symbol Load Request

General information What is PortfolioXpert? Who Uses PortfolioXpert? Features and Capabilities Inference Engine Development Software Introduction Getting Started Software Layout Software Features Reports Themes White Label Symbol Load Request 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 …

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Themes

General information What is PortfolioXpert? Who Uses PortfolioXpert? Features and Capabilities Inference Engine Development Software Introduction Getting Started Software Layout Software Features Reports Themes White Label Symbol Load Request 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 …

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White Label

General information What is PortfolioXpert? Who Uses PortfolioXpert? Features and Capabilities Inference Engine Development Software Introduction Getting Started Software Layout Software Features Reports Themes White Label Symbol Load Request 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 …

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Banner Area

General information What is PortfolioXpert? Who Uses PortfolioXpert? Features and Capabilities Inference Engine Development Software Introduction Getting Started Software Layout Main Menu Bar Banner Area The Home Page Views Perspectives 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 …

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Main Menu Bar

General information What is PortfolioXpert? Who Uses PortfolioXpert? Features and Capabilities Inference Engine Development Software Introduction Getting Started Software Layout Main Menu Bar Banner Area The Home Page Views Perspectives 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 …

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Perspectives

General information What is PortfolioXpert? Who Uses PortfolioXpert? Features and Capabilities Inference Engine Development Software Introduction Getting Started Software Layout Main Menu Bar Banner Area The Home Page Views Perspectives 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 …

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The Home Page

General information What is PortfolioXpert? Who Uses PortfolioXpert? Features and Capabilities Inference Engine Development Software Introduction Getting Started Software Layout Main Menu Bar Banner Area The Home Page Views Perspectives 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 …

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Views

General information What is PortfolioXpert? Who Uses PortfolioXpert? Features and Capabilities Inference Engine Development Software Introduction Getting Started Software Layout Main Menu Bar Banner Area The Home Page Views Perspectives 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 …

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Software Updates

General information What is PortfolioXpert? Who Uses PortfolioXpert? Features and Capabilities Inference Engine Development Software Introduction Getting Started Downloading and Installing Forgot Username / Password Change Password Software Updates Software Directory Layout Software Removal Software Layout Software Features VIEWS What is a View? Sortable Tables Multi-select Aware Table to Spreadsheet Right Mouse Menu Toolbar Buttons …

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