Accessing the Portfolios View Mode

To access the Portfolios view mode:

  1. In the Portfolio field in the Title Area, click the drop-down list. The Portfolio pop-up list appears.
  2. Select a portfolio of portfolios from the Portfolio pop-up list. The selected portfolio appears in the Investor map.
  3. Select Portfolio mode from the Map Tools View panel. The portfolio view of the selected portfolio appears. Member portfolios are represented by folder icons.

    Note: While in portfolio view mode you can view open and closed statuses.

Related Topics

Selecting and Viewing Portfolios

Accessing the Portfolio Menu



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Last Published Thursday, July 9, 2020