In this tutorial I will demonstrate how Perspectives within PortfolioXpert can be completely customized from their default configuration by simply adding, removing, or repositioning Views. This allows each individual user the ability to decide which Views to display in each Perspective, as well as, how the Views will be arranged within the Perspective.
If you haven’t already, I highly recommend watching the Introduction to Perspectives and Views video tutorial before proceeding further, as an understanding of Perspectives and Views will prove beneficial to you during this tutorial.
Part 1. Adding Views to a Perspective
Since Views are added to whichever Perspective you are currently in, the first thing you need to do is make sure you are in the Perspective you want the View to be added. Once you have done this, go to Window Menu and select Show View.
This will open the Show View window where you will see a list of folders, most of them corresponding to a Perspective, in which case you can expect to find the default Views associated with that Perspective. Next you need to locate the View or Views you wish to add and then select them from the Show View window.
One way this can be done is by clicking the drop-down arrow to the left of a folder to display the Views contained within it. For example, if I click the arrow to the left of the Portfolios folder I can expect to see displayed portfolio based Views. Similarly, if I click the arrow to the left of the Symbols folder I can expect to see displayed symbol based Views.
Additionally, you will notice that some of the Views are grayed out which means that they are already open in the current Perspective.
Another way to locate Views is by using the search field located at the top of the Show View window. This is done by typing a word in the search field that will be used to filter the Views. For example, if I type the word “symbol” you will notice that now only folders containing Views with the word “symbol” in their name are displayed. Press the Backspace button to delete the entry and return to the complete list of folders.
Now that you know how search for and locate a View, select the one you would like to add by left mouse clicking it. If you want to add multiple Views you will need to hold down the CTRL button while making your selections. After you have selected the desired Views, click OK to add them into the Perspective. Don’t worry if you don’t like where they get placed within the Perspective because in Part 4 of this tutorial I will show you how to rearrange them to fit your personal style.
Part 2. Adding Views to a Perspective (Shortcut)
There is another way to add Views to a Perspective, requiring fewer steps then the method just outlined. The only drawbacks being not every View can be added in this way and only a single View can be added at a time.
Just like before, the first thing you will need to do is make sure you are currently in the Perspective you want the View to be added. Next you will need to decide which View you would like to add and determine whether it is based at the portfolio or symbol level. If you want to add a portfolio based View, then right mouse click any of your portfolios to open the right-mouse-menu.
If however you would like to add a symbol based View, then right mouse click on any symbol to open the right-mouse-menu.
Now with the right-mouse-menu opened, move your mouse cursor to Show View to open a side menu listing all the available Views. Select the View you would like to add by highlighting it with your mouse cursor and then left mouse clicking it to add it to the Perspective. Again, don’t worry if you don’t like where they get placed within the Perspective because in Part 4 of this tutorial I will show you how to rearrange them to fit your personal style.
Part 3. Removing Views from a Perspective
Removing Views from a Perspective is much easier than adding them. To do this, simply click the “x” located after the View’s name to remove it. If you don’t see an “x” next to a Views name then you will need to select the View first and once you have done this the “x” will be visible.
Part 4. Repositioning Views in a Perspective
Now that you know how to customize a Perspective by adding and removing Views, the only thing left for complete Perspective customization is moving and positioning Views to fit your personal needs and style.
This is done by first selecting the View you would like to move. Next, left mouse click on it but instead of releasing the button, hold it down, which will allow you to drag the View to any place within the Perspective. While dragging the View you will notice a gray border will be visible illustrating how the View will look if placed in that location.
Additionally, you will notice that when moving Views, the available placement options are influenced by the placement and number of Views already opened in the Perspective. You can also adjust the height and width of Views by holding down the left mouse button over the border you want to adjust and then sliding it to the desired size. Adjustable borders are illustrated by a double-arrow line when the mouse cursor is hovered over it.
Part 5: The Power of Customization
Since customizing Perspectives is a powerful and very useful function of PortfolioXpert, I highly recommend spending adequate time getting familiar with adding, removing, and repositioning Views as I have demonstrated in this tutorial.