Viewing a Portfolio

Introduction

We can view a portfolio’s holdings from two different perspectives.

  • You can view a portfolio’s current holdings in the Table utilizing all the research power of Stock Rover Views and Metrics.
  • You can view (and change) a portfolio’s holdings, current or historical, based on positions and transactions using the Portfolio Manager.

Viewing Holdings in the Table

The Table provides a flexible spreadsheet-like paradigm for viewing tickers and their data.

To view a portfolio’s tickers in the Table:

  1. Select Portfolios from the Start Menu
  2. Choose the Portfolio to view from the Navigation Panel
  3. Select Table in Navigation Panel

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.

Show Table

Viewing Holdings in Portfolio Manager

To view a portfolio’s positions or transactions we’ll need to launch Portfolio Manager:

  1. Select Portfolios from the Start Menu
  2. Choose the Portfolio to view from the Navigation Panel
  3. Select Modify this Portfolio in Portfolio Actions

Show Positions

The Portfolio Manager will initially show the Positions tab selected and the Portfolio’s positions are displayed.

Show Positions

Selecting the Transactions tab will display the underlying buy and sell transactions for the positions.

Show Transactions


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