General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Reports

A lot of development went into enhancing reports for PortfolioXpert with the goal of nice, professional-looking reports available for financial advisers and their clients. Currently, four reports are auto generated each night, one for each of your watch lists (must have trigger events set) and three for each portfolio.

  1. Full Report (click here to view)
  2. Full XLS Report (click here to download)
  3. Orders Report (click here to view)
  4. Watch List Triggers Report (click here to view)
  5. Ticker Symbol Changes Report (click here to view)
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