Software Features

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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