In the latest release, the Portfolio Manager team has worked to streamline the design and improve functionality in order for you to get the most out of this powerful tool.
Take a tour of our enhanced Portfolio Manager, featuring:
One-click functionality allows you to export your data from your view pages to Microsoft
Excel. This new feature gives you the flexibility to be able to manipulate, format
and print your reports outside of Portfolio Manager.
Just click on the “Export” icon or choose “Export Current View” from menu and you
can export from any of the following views: Snapshot, Intraday, Gain/Loss, Fundamental,
or My Views.
One-click functionality allows you to print from all of your views pages. Just click
on the “Print” icon or choose “Print” from menu to try your printable version.