Selecting and Viewing Portfolios

When you first access the Investor Map, the Items view mode is selected by default. If you choose to view a portfolio of items, its included items are displayed in as bubbles. If you choose to view a portfolio of portfolios in the Item mode, all items included in the entire hierarchy of the selected portfolio are displayed as bubbles. If you choose the `Portfolio mode', only the first level portfolios included in the selected portfolio are displayed. These portfolios will not be shown as bubbles, but as folder icons.

Related Topics

Accessing the Portfolios View Mode

Accessing the Portfolio Menu



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Last Published Thursday, July 9, 2020