General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Monthly / Annual Returns

The Portfolio Monthly / Annual Returns view displays the month-to-month portfolio returns.

View Tab

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  • Double click the view tab to maximize the view full screen. Double click it again to restore.
  • Right mouse click on the view tab to open the view popup menu.
  • Click
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  • in the view tab to close the Portfolio Monthly / Annual Returns view.
  • Left mouse click the view tab and hold down the mouse button to move the Portfolio Monthly / Annual Returns view. Release the mouse button to place it.

View Toolbar

The View Toolbar contains controls and settings specific to the Portfolio Monthly / Annual Returns view. Mouse hover over a button to see its tooltip.

Table to Spreadsheet button

  • Click
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  • to export the Portfolio Monthly / Annual Returns table to a spreadsheet (sorting applied prior to exporting will be preserved in the spreadsheet).
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