Portfolios Menu Quick Reference

The Portfolio Management start screen lists your portfolios in the left column, and the positions within each portfolio in the right column.

Portfolio

To see the instruments associated with a portfolio, click the portfolio icon in the left column. The positions for that portfolio appear in the right column. You can also right click a portfolio to start a number of commands associated with the portfolio.

Name

This refers to the name of a position in your portfolio.

Instrument

This refers to the description of the instrument in your portfolio.

Comment

This refers to any comments you have added to the portfolio.

Value

This refers to the Present Value of a given instrument in your portfolio.