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
Symbol History
The Symbol History view displays the historical price data and dividend values (if applicable) for a selected security.
View Tab
- Double click the view tab to maximize the view full screen. Double click it again to restore.
- Right mouse click on the view tab to open the view popup menu.
- Click
- in the view tab to close the Symbol History view.
- Left mouse click the view tab and hold down the mouse button to move the Symbol History view. Release the mouse button to place it.
View Toolbar
The View Toolbar contains controls and settings specific to the Symbol History view. Mouse hover over a button to see its tooltip.
Table to Spreadsheet button
- Click
- to export the Symbol History table to a spreadsheet (sorting applied prior to exporting will be preserved in the spreadsheet).
Information Displayed
- Date – date of historical price data
- Open – opening price on date indicated
- High – highest intra-day price on date indicated
- Low – lowest intra-day price on date indicated
- Close – closing price on date indicated
- Volume – trade volume on date indicated (if available)
- Div – dividend price on date indicated (if applicable)