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We 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 a metric.
In our example, we chose the Portfolio folder which contains three portfolio specific Views, and then selected the Portfolio Performance View.
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.