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You can view a portfolio’s holdings from two different perspectives.
The Table provides a flexible spreadsheet-like paradigm for viewing tickers and their data.
To view a portfolio’s tickers in the Table:
The Table’s Views are logically grouped into folders. Each row in a View corresponds to a ticker, and each column corresponds to a metric.
In our example, we chose the Portfolio folder, which contains four portfolio-specific Views, and then selected the Portfolio Performance View.
To view multiple portfolios in the Table, invoke multi-select by clicking on a portfolio folder or subfolder. This will reveal checkboxes next to each portfolio. Use these checkboxes to select the portfolios you want to view.
The Table below is displaying the holdings of the selected portfolios.
To view a portfolio’s positions or transactions, we’ll need to launch Portfolio Manager:
The Portfolio Manager will initially show the Positions tab selected, and the Portfolio’s positions are displayed.
Selecting the Transactions tab will display the underlying buy and sell transactions for the positions.
