The Portfolio View Window

The Portfolio View Window

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Understanding the Portfolio View

The Portfolio view is made up of several sections.

· Docking Window Controls

The Portfolio View Window is a docking window. It can be attached to any inside edge of the TradingSolutions program window or it can be moved on top of the other views.

· Portfolio View Header

The Portfolio View header displays the date that is currently being displayed in the display fields.

· End-of-Day Last Updated Date

The Portfolio View header indicates the most recent end-of-day data that has been imported into the portfolio. The following colors are used to highlight this date:

Gray Current To Display Date

Blue Current To Previous Weekday

Pink Older Than Previous Weekday

Ä Note: The evaluation version will mark everything as current until the Solution Service is updated.

· Portfolio Tree

The Portfolio Tree displays all of the data this is currently in your portfolio. It allows you to cluster your data into groups and subgroups. A list of icons used in this section is listed below.

Ä Note: Data can be displayed by name or by symbol. To change this setting, see the Modify Options Dialog: General page.

· Display Fields

Display fields can be used to display and compare calculations and entry/exit signals for the data in your portfolio. For more information about display fields, see Using Display Fields.

Portfolio View Icons

The following icons are used in the Portfolio Tree:

Portfolio Tree Icons

$image\ebd_ebd202.gif$ Portfolio (Main Group)

$image\ebd_ebd203.gif$ Group (Subgroup)

$image\ebd_ebd204.gif$ Solution Service Group

$image\ebd_ebd205.gif$ End-of-Day Data

$image\ebd_ebd206.gif$ Weekly Data

$image\ebd_ebd207.gif$ Monthly Data

$image\ebd_ebd208.gif$ Dormant Intraday Data

$image\ebd_ebd209.gif$ Streaming Intraday Data

Ä Note: The number in an intraday data icon indicates the size of the bars in minutes. A question mark will appear for bar sizes that will not divide into 60 minute intervals.

Hiding and Displaying the Portfolio View Window

By default, the Portfolio View Window will be displayed in the TradingSolutions program window. This is useful for immediately accessing your data from a central location at any time. However, when it is displayed, it takes away part of the space used for displaying data charts and spreadsheets.

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Docked windows, such as the Portfolio View and Information View, can be hidden and redisplayed in unison using the Toggle Docked Views button in the toolbar or the Toggle Docked Views in the View menu.

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The Portfolio View Window can be hidden and redisplayed by itself using the Toggle Portfolio View button in the toolbar or the Display Portfolio View in the View menu.

Moving the Portfolio View Window

By default, the Portfolio View window is docked on the left-hand side of the TradingSolutions window. This means that the Portfolio View is attached to the left-hand side of this window and will not cover any data windows.

To move the Portfolio View window to a new location, move the mouse to the window handle at the top of the Portfolio View window. When the window is docked, this handle is displayed as two gray lines. Once the mouse is positioned over the handle, you can drag the window to a new location by pressing the left mouse button down and moving the mouse. An outline of the new window position will be displayed while the mouse is being moved. When the desired location is reached, simply release the mouse button to end the dragging operation.

By default, if the Portfolio View window is being moved to a location near the edge the TradingSolutions window, it will dock itself on that edge. To move the window without docking, hold the Control key down while you are dragging the window.

Docking the Portfolio View window on the top or bottom edge of the TradingSolutions window is useful when you want to display many display fields at one time. Moving the Portfolio View window so that it is not docked is useful when you want to display several charts and spreadsheets, but also want to have access to the Portfolio View.

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