What is a View?
A view in PortfolioXpert is a window display containing specific information and is named according to the information being displayed, such as Portfolio List and Open Positions. The majority of views are either portfolio views, used to display portfolio information, or symbol views, used to display symbol information. There are also other views used to display charts, reports, queries, and watch lists. Selecting an item in one view automatically updates every other view capable of displaying the selected item.
Each view contains a View Tab. This displays the view name and is clicked to bring the view into focus. Right mouse clicking the View Tab opens a menu containing the option to detach the view from the main window; restore the view to the main window, if detached; move the view or tab group; adjust the view size; and minimize, maximize or close the view (screenshot). Double mouse clicking the View Tab will also maximize or minimize the view.
Many views display data in a table. These tables can be sorted by applying either an ascending or descending order to any column within the table. This is done by clicking on the column header of the column you would like to use to sort the table. For example, to sort the Portfolio List View in descending order by portfolio name, click the "Name" column header until it is arranged in descending order. In some cases this might require more than one mouse click. When a column is selected, its sort order is designated by either an up or down arrow in the column header (screenshot).
Tables are multi-select aware. This means that multiple items, or rows, from a table can be selected and thus highlighted at the same time. This is done by holding down the CTRL button when selecting table rows. This can also be done across multiple views within a given perspective (screenshot). Some views such as the Symbol Model Results, Symbol Trade Profile, and Fundamental Snapshot remember table row selection(s) even after being updated with a different symbol.
Table to Spreadsheet
Most tables can be exported, or saved, as an XLSX file. This is done by clicking the "Save Table As Excel Spreadsheet" Toolbar Button (screenshot). Any sorting applied to the table prior to exporting will be represented in the spreadsheet.
Right Mouse Menu
As the name suggests, this menu appears by right mouse clicking an item and provides various options specific to that item.
- Right mouse clicking a portfolio presents the following options: Clone Portfolio; Clone Portfolio as Buy Hold; Edit Portfolio; Revert Portfolio; Allocate Portfolio(s); Delete Portfolio(s); Show View; and New Xpert Chart (screenshot).
- Right mouse clicking a symbol presents the following options: Add Symbol(s) to Portfolio; Add Symbol(s) to Query; Add Symbol(s) to Watch List; Show View; and New Xpert Chart (screenshot).
- Right mouse clicking a query presents the following options: Edit Query; Delete Queries; and Run Queries Now (screenshot).
- Right mouse clicking a report presents the following options: Open Report With the System Viewer; Save Report to Disk; and Delete Report(s) (screenshot).
- Right mouse clicking a watch list presents the following options: Edit Watch List and Delete Watch List(s) (screenshot).
Each view has a toolbar area with buttons for controls and settings. Most views contain general Toolbar Buttons like "Minimize”, “Maximize" and "Save Table As Excel Spreadsheet". But some views, such as the Xpert Chart and Symbol Graph, contain additional Toolbar Buttons. Click a Toolbar Button to activate it, or place your mouse cursor over it to display a tooltip (screenshot).
To open a view, right mouse click a portfolio or symbol to display the Right Mouse Menu. Select Show View to open a sub-menu containing a list of available views and then select the view you would like opened by clicking it (screenshot). The selected view will open somewhere in the active perspective and depending upon where it opens you might want to reposition it. There are a few limitations to keep in mind when adding a view in this manner, namely:
- Only a single view can be added at a time
- Only portfolio views can be added when right mouse clicking on a portfolio
- Only symbol views can be added when right mouse clicking on a symbol
- Not every view in PortfolioXpert can be added to a perspective in this manner
Another way to open a view without any of the limitations outlined above is by clicking Window from the Main Menu Bar and selecting Show View (screenshot). In the newly opened window locate the view you would like opened using the search field, or by clicking the arrow to the left of a folder name to expand its contents. Note that any view already open in the active perspective will be grayed out. Select the view to be opened, or if you want to open multiple views simultaneously hold down the CTRL button while making your selections, and then click the OK button (screenshot). The selected view will open somewhere in the active perspective and depending upon where it opens you might want to reposition it.
You can reposition or move a view using the drag and drop method. To do this left mouse click the View Tab, but do not release the left mouse button. Move the mouse cursor to where you would like the view to be placed and then release the left mouse button to drop it. On Windows a shaded outline is visible when dragging a view to illustrate how it will appear if placed in that particular location. A dragged view can be repositioned to split the area of another view either vertically or horizontally.
Another way to reposition a view is to right mouse click on the View Tab and select Move. You can select to move either the individual View or the entire Tab Group. As with the drag method, a shaded outline is visible and the View or Tab Group is repositioned by moving the mouse to where you would like it to be placed and then clicking the left mouse button to drop it.
To resize the height of a view, place your mouse cursor on the top or bottom border. When the mouse cursor changes into a vertical, double-headed arrow, click the border, and then drag it up or down. Similarly, to resize the width of a view, place your mouse cursor on the left or right border. When the mouse cursor changes into a horizontal, double-headed arrow, click the border, and then drag it to the left or right.
Another way to resize a view is to right mouse click on the View Tab, select Size, and then select a border from the submenu (Left, Right, Top, or Bottom). Depending on where the view is positioned, a particular border might not be selectable, in which case it will be grayed out. Place your mouse cursor on the blue line and when it changes into a double-headed arrow, click the border, and then drag it in the appropriate direction.
To close a view click the "X" located on the right side of the View Tab. If no "X" is visible, click the View Tab first to bring the view into focus, and then click the "X" (screenshot). You can also close a view by right mouse clicking the View Tab and selecting Close.