General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Subscribing to a Premier Portfolio and/or User Portfolio

To subscribe to a Premier Portfolio and/or User Portfolio:

  1. Click Edit from the Main Menu Bar and select Portfolio Subscriptions to open the portfolio subscription wizard (screenshot).

Premier Portfolio Subscriptions page:

  1. Click the Subscribe column of the Premier Portfolio to be subscribed (screenshot). Or click the Subscribe All Portfolios box to subscribe to all the Premier Portfolios (screenshot).
  2. Click the Send Order Email column to receive order emails for the selected Premier Portfolio (screenshot). Or click the Send Order Email All Portfolios box to receive order emails for all the Premier Portfolios (screenshot).
  3. Click the Finish button to save the Premier Portfolio subscription selection(s) and close the wizard (screenshot).

OR

  1. Click the Next button to subscribe to a User Portfolio (screenshot).

User Portfolio Subscriptions page:

  1. Enter or paste the UUID of the User Portfolio to be subscribed into the text box (screenshot).
  2. Click the Add Portfolio UUID button (screenshot).
  3. Click the box in the Send Order Email column to receive order emails (screenshot).
  4. Click the Finish button to save the Premier Portfolio/User Portfolio subscription(s) and close the wizard (screenshot).
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