General information
Software Introduction
VIEWS
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
PORTFOLIO
QUERY
WATCH LIST
Development
PortfolioXpert is a Rich Internet Application built on the Eclipse platform. It provides automatic, online updates using Web Services to communicate with the server side system which was built using Enterprise Java technology. PortfolioXpert is a licensed product of Portfolio Framework.
Known Platforms
The platforms on which PortfolioXpert is known to work include: Microsoft WindowsTM, LinuxTM, and Apple Mac OS XTM.
