Portfolio Chart

A Portfolio Chart allows you to visually track you present and past portfolio performance.

A number of sample charts are provided to get you started. Remember that these are just layouts, the information shown is determined by the transactions on the Maintain Transactions page.

Copy Portfolio Chart

To add a new Portfolio Chart enter the name of your choice and click Copy Chart.

Customize the Portfolio Chart

Click the Customize button to customize the portfolio chart. This enables you to tailor chart settings to your requirements.