General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

What is a Perspective?

A perspective is a layout of multiple views and can be a combination of any number of them. There are six pre-configured perspective layouts (screenshot), namely:

  • Portfolios – displays both user created and Premier Portfolio subscriptions.
  • Queries – displays queries created using user defined performance history and general data filters.
  • Reports – displays a report for each user created portfolio and allows each report to be exported in both the PDF and XLS format.
  • Research – allows users to conduct top-down research beginning at the sector level down to an individual symbol.
  • Symbols – displays both general and PortfolioXpert performance data for each symbol the system monitors.
  • Watch Lists – displays watch lists created using user defined triggers.
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