Select Portfolio View Display Date Dialog

The Select Portfolio View Display Date Dialog allows you to select the display date that will be displayed in the Portfolio View.

&  For help with the Portfolio View, see Managing Data with the Portfolio View.

Specifying a New Display Date

By default, the Portfolio View will always display the most recent data for each data series in your portfolio. Previous data can be displayed by selecting a date and time to view the data through.

·      Display most recent data.

This is the default option, specifying to display the most recent data in each data series.

·      Display data through:

This option enables you to specify a date to display the data on. If no values are available for the specified date, the most recent data as of that date is displayed. By default, the last value of the day is displayed for intraday data.

ž    View intraday data at:

This option allows you to specify a time for intraday data in the portfolio. End-of-day data is not affected by this setting.

&  For help using the date controls, see the help for the Date Selection Controls.

What Do I Do Next?

After you have selected a new display date, press the OK button. If you would prefer not to change the display date, press the Cancel button.

How Did I Get Here?

The Select Portfolio View Display Date Dialog is displayed when you select Select Display Date… from the Portfolio menu or the context menu for the display date in the Portfolio View. It also appears when the Select Display Date… button on the Portfolio toolbar is selected.