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Portfolio Report Transactions Portfolio Chart Montage Performance Help

Montage

The Montage page allows you to group together any list, report and chart items which you have created in other parts of the site so that you can view them at the same time.

For example, you could combine a watch list of potential stock opportunities together with a portfolio report of actual holdings.

A number of sample Montages are provided to get you started.

Customize the Montage

Click the Customize button to customize a Montage. This enables you to tailor item settings to your requirements.


Portfolio help guide

 

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Portfolio Report

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Montage

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