Differences

This shows you the differences between two versions of the page.

--- desktop:portfolio_analysis [2025/03/19 13:44] – rob
+++ desktop:portfolio_analysis [2025/03/19 16:28] (current) – [Portfolio Analysis Views] rob
@@ Line 180: / Line 180: @@
 ====== Portfolio Analysis Global Properties ======
-{{:desktop:pa_general_gp.png|}}
+{{:desktop:pa_general_gp_small.png|}}
 ===== General =====
-**Update Buffer Seconds** The number of seconds between report updates.
+  * **Update Buffer Seconds** The number of seconds between report updates.
-**Suppress Market Data Updates** Reports will not be refreshed solely based on market data changes. Refreshes will still occur in response to position and series configurations.
+  * **Suppress Market Data Updates** Reports will not be refreshed solely based on market data changes. Refreshes will still occur in response to position and series configurations.
 ====== Portfolio Analysis Views ======
@@ Line 191: / Line 191: @@
 Creating and managing your Portfolio Analysis views is located in the global properties. There are 5 preset views and one default provided which all can be edited. To add the views, simply click in the value area to bring up the list of views. Left-click on each one you want to add, then click OK to add it.
-**Image**
+{{:desktop:pa_view_dropdown_list.png|}}
-**Image**
+{{:desktop:pa_views2.png|}}
 Clicking on Number (#1) will bring up the window below. This is helpful because it allows you to copy and edit a pre-set view to quickly create multiple views.
-**Image**
+{{:desktop:copy_remove_view.png|}}
 When you click on the default or copied view (#2), it will bring up a menu that will allow you to add or remove the below options to your view. Once your view is created to your liking, click here to see how to toggle and select your view on your Portfolio Analysis window.