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 Month Returns Long Positions Breakdown Chart Active Symbols Current / Projected Positions Open Positions Portfolio List Monthly / Annual Returns Portfolio Orders Portfolio Symbol Returns Portfolio Trade Log Portfolio Trade Profile Combined Symbol Stats Fundamental Snapshot Quick Search Research Symbol History Symbol Model Results Symbol Stats History Symbol Trade Log Symbol Trade Profile Trend / Resistance / Support Queries Reports Watch List Triggers Watch Lists PERSPECTIVES What is a Perspective? Saving a Layout Locally Resetting a Locally Saved Layout Removing a Locally Saved Layout Opening a Locally Saved Layout Customizing a Perspective Layout PORTFOLIO Building a New Classic Portfolio Building a New vDAS Portfolio Editing a Portfolio Deleting a Portfolio Cloning a Portfolio Reverting a Portfolio Subscribing to a Premier Portfolio and/or User Portfolio Unsubscribing to a Premier Portfolio and/or User Portfolio QUERY Building a New Query Editing a Query Deleting a Query Running a Query WATCH LIST Building a New Watch List Editing a Watch List Deleting a Watch List Running a Watch List Cloning a Portfolio To clone a portfolio: Right mouse click a portfolio from the Portfolio List view and select either Clone Portfolio or Clone Portfolio as Buy Hold (screenshot). Name the portfolio clone by either keeping the default name or entering a new name (screenshot). Click the Finish button to run the portfolio clone (screenshot).