General information

Software Introduction

VIEWS

VIEW BREAKDOWN

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).‍
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