General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

Views

Views are window displays containing specific information and are named according to the information being displayed, such as Portfolio List and Open Positions. The majority of views are either portfolio views, used to display portfolio information, or symbol views, used to display symbol information. There are also some other views designed for charts, reports, queries, and watch lists. Selecting an item in one view automatically updates other associated views to display their information for the selected item.

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