Main Menu: Portfolio Menu

 

The Portfolio Menu contains options for manipulating the Portfolio View. It contains the following menu items.

p    Modify Display Fields

This option allows you to modify the display fields in the Portfolio View for the portfolio or a specific subgroup. Display fields can be used to display information, such as closing prices and trading signals, for current or previous data.

&  For help with display fields, see Using Display Fields.

 

The remaining options are only available when there are display fields in the Portfolio View.

p    View Today

This option adjusts the display date of the display fields to the current date.

p    Select Display Date

This option allows you to select the display date of the display fields using a calendar date selection.

&  For help with the calendar control, see the Date Selection Controls information on using a calendar to adjust the date.

p    View Next Day

This option adjusts the display date of the display fields to the day after the current display date.

p    View Previous Day

This option adjusts the display date of the display fields to the day before the current display date.

 

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

&  For help with other submenus, see The TradingSolutions Main Menu.