General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Re-positioning

You can re-position or move a view using the drag and drop method. To do this left mouse click the View Tab, but do not release the left mouse button. Move the mouse cursor to where you would like the view to be placed and then release the left mouse button to drop it. On Windows a shaded outline is visible when dragging a view to illustrate how it will appear if placed in that particular location. A dragged view can be re-positioned to split the area of another view either vertically or horizontally.

As the name suggests, this menu appears by right mouse clicking an item and provides various options specific to that item.

  • Right mouse clicking a portfolio presents the following options: Clone Portfolio; Clone Portfolio as Buy Hold; Edit Portfolio; Revert Portfolio; Allocate Portfolio(s); Delete Portfolio(s); Show View; and New Xpert Chart (screenshot).
  • Right mouse clicking a symbol presents the following options: Add Symbol(s) to Portfolio; Add Symbol(s) to Query; Add Symbol(s) to Watch List; Show View; and New Xpert Chart (screenshot).
  • Right mouse clicking a query presents the following options: Edit Query; Delete Queries; and Run Queries Now (screenshot).
  • Right mouse clicking a report presents the following options: Open Report With the System Viewer; Save Report to Disk; and Delete Report(s) (screenshot).
  • Right mouse clicking a watch list presents the following options: Edit Watch List and Delete Watch List(s) (screenshot).

Another way to re-position a view is to right mouse click on the View Tab and select Move. You can select to move either the individual View or the entire Tab Group. As with the drag method, a shaded outline is visible and the View or Tab Group is re-positioned by moving the mouse to where you would like it to be placed and then clicking the left mouse button to drop it.‍-

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