General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Perspectives

A perspective in PortfolioXpert is a layout of multiple views and can be a combination of any number of them. There are six pre-configured perspective layouts, namely: PortfoliosQueriesReportsResearchSymbols, and Watch Lists. To switch between perspectives, click the icons and note the yellow line over the icon of the active perspective.

Scroll to Top