PortfolioXpert:Main Page

General Information

1. What is PortfolioXpert?
2. Who Uses PortfolioXpert?
3. Features and Capabilities
4. Development
5. Known Platforms
6. The PortfolioXpert Help System
7. API (Application Programming Interface)

Software Introduction

1. Getting Started
• Downloading and Installing
• Forgot Username / Password
• Change Password
• Software Updates
• Software Directory Layout
• Software Removal
2. Software Layout
• Main Menu Bar
• Banner Area
• The Home Page
• Views
• Perspectives
3. Software Features
• Reports
• Themes
• White Label
• Symbol Load Request

Views

1. What is a View?
2. General Features
• Sortable Tables
• Multi-select Aware
• Table to Spreadsheet
• Right Mouse Menu
• Toolbar Buttons
3. Opening
4. Repositioning
5. Resizing
6. Closing

View Breakdown

1. Portfolio Rolling 12 Month Returns
2. Portfolio Rolling 24 Month Returns
3. Long Positions Breakdown Chart
4. Active Symbols
5. Current / Projected Positions
6. Open Positions
7. Portfolio List
8. Monthly / Annual Returns
9. Portfolio Orders
10. Portfolio Symbol Returns
11. Portfolio Trade Log
12. Portfolio Trade Profile
13. Combined Symbol Stats
14. Fundamental Snapshot
15. Quick Search
16. Research
17. Symbol History
18. Symbol Model Results
19. Symbol Stats History
20. Symbol Trade Log
21. Symbol Trade Profile
22. Trend / Resistance / Support
23. Queries
24. Reports
25. Watch List Triggers
26. Watch Lists

Perspectives

1. What is a Perspective?
2. Customizing a Perspective Layout
3. Saving a Layout Locally
4. Opening a Locally Saved Layout
5. Removing a Locally Saved Layout
6. Resetting a Locally Saved Layout
7. Saving a Layout Serverside
8. Opening a Serverside Layout
9. Removing a Serverside Layout

Portfolio

1. Building a New VPM Classic Portfolio
2. Building a New vDAS Portfolio
3. Editing a Portfolio
4. Deleting a Portfolio
5. Cloning a Portfolio
6. Reverting a Portfolio
7. Allocating a Portfolio
8. Subscribing to a Premier Portfolio and/or User Portfolio
9. Unsubscribing to a Premier Portfolio and/or User Portfolio

Query

1. Building a New Query
2. Editing a Query
3. Deleting a Query
4. Running a Query
5. Rules Table

Watch List

1. Building a New Watch List
2. Editing a Watch List
3. Deleting a Watch List
4. Running a Watch List
5. Triggers Table

Preferences

1. Changing Colors and Fonts
2. Resetting Colors and Fonts

Synced VPM 2.0 Portfolios

Missing Symbol Data

Tips & Troubleshooting

Video Tutorials

FAQs

Versions

* Transitioning Over From VPM 2.0