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
Right Mouse Menu
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).
