Portfolio window

Once a portfolio is created, it can be monitored using a portfolio window. It would display your portfolio, and, using the assigned market data source, get and show the real time prices and other values for the symbols in the list.


Port Window - whole


The portfolio or watch list being displayed can be changed to a different one by picking it from the selector in the ribbon menu. There are quite a few more options on this window, both in the ribbon menu at the top and in the right click menus. They will be explained in the following sections:


Columns and layouts

Colors and fonts

Right-click menu options