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PerfCalc Story in an Instant.jpg: Individual Portfolio Performance Report

Select and double-click to load an existing account to retrieve the linked portfolio.

Highlight an account and select the "D" icon to duplicate Account Detail information.

• D only to duplicate only Account Detail information.
• D + Control Click or Control + Shift Click (for some Keyboards) to duplicate Account Detail and data in the account.

The Account Number will not copy over.

Add the Account Number, modify copied information as desired, and click on Save

Select the Plus icon (+) to add a new account.

To delete an account, select the account and click on the Minus icon (-).

The "X" icon cancels you out of the page and returns you to the main menu.