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Upon opening an investor's portfolio, there is a portfolio modification history.

Portfolio modification codes are automatically generated when a portfolio is modified; RX for Reallocation, RB for Rebalance, and BT for Block Trade.

Start the portfolio building and managing process.

Download or input an investor's existing portfolio (Investor's Initial Portfolio), if any.

Select Commission Rates, if desired, to be included in calculations @ the Settings tab.

The portfolio will be linked to an Allocation Table and associated Advisor Database when you go through the portfolio building process.

Check the Rebalance/Reallocate box if you want the portfolio to be included in a future individual, selected or global Rebalance or Reallocate.

Select Investment Sector Variance Alert.

The Portfolio Summary tab shows Initial and Current portfolio valuations.

To view portfolio pie charts and the pie chart process @ Open Chart, go to Pie Charts @ Screenshots.

The Holdings tab shows the current portfolio positions.

Highlight a position and click on Adjust Position to view the investment detail and, if necessary, to modify the position.

Apply Capital @ bottom of the Investor Entry Window above is an Allocation shortcut to create starting with cash only investment portfolios.

By clicking on Apply Capital the Portfolio Allocation Window will open.

Visit: Allocate Portfolios for more details.

The History tab shows a schedule of portfolio activity.

The Sector Weighting tab shows the weightings of the underlying investments in each investment sector.

The Price Alerts tab shows a schedule of price alert settings for individual investments in the portfolio.

Client's Portfolios Summary Report

Monitor the performances of an individual investor's investment portfolios (shown) or all investors' portfolios (not shown).