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browse_the_portfolio_performances

How to Browse Portfolio Performances

In the sidebar, under PORTFOLIOS, expand the portfolio item.1)

Click on sub-items to browse performance statistics:

  • Performance sheets: the current performance of the portfolio.
  • Performance curves: the evolution of the portfolio performance over time.2)
  • Positions (current): individual performance of each position in your current portfolio.
  • Positions (closed): performance of each closed positions.
1) Click on the disclosure triangle on the left of the portfolio name.
2) Double-click on the Performance curves item to open all the curves at once.
browse_the_portfolio_performances.txt · Last modified: 2014/08/02 06:29 (external edit)