Portfolio Views

How to manage your Portfolio Views

You can build your custom dashboards for your client investment portfolio to capture specific views. You can also create a bookmark for dashboards with specific filter settings to quickly return to the data that's relevant to you.

After you create a custom dashboard, you can set it as the default view of the dashboard that you see when you open it in a new session. You can also create multiple portfolios for a dashboard and share them by a URL link with other subscribers of that dashboard.

Note: Portfolio views are available on annual subscriptions with any user plan.