General information

Software Introduction

VIEWS

VIEW BREAKDOWN

PERSPECTIVES

PORTFOLIO

QUERY

WATCH LIST

What is a View?

A view in PortfolioXpert is a window display containing specific information and is 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 other views used to display charts, reports, queries, and watch lists. Selecting an item in one view automatically updates every other view capable of displaying the selected item.

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