Portfolio Workspace

The Portfolio Workspace provides a meaningful understanding of an account’s portfolio within the date range set in the date selector through a combination of widgets.

Select an account in the sidebar on the left side of the page to bring up that account's Portfolio Workspace.

In a Portfolio Workspace, you can control the widgets presented on the page and track when the data for the account you are viewing was last updated.

Navigate workspaces

Each workspace uses a combination of widgets to give you a meaningful understanding of an account’s portfolio within the specified date range. The name of your current workspace is shown on the left side of the content header.

Select the arrow next to your workspace name to open the workspace selector and navigate between different workspaces for the current account. The availability of workspaces may vary.

View options

The content header includes the account name or code of the account you are viewing and various view options. The content header remains visible as you scroll down a page so you can access its information and controls at all times.

View options include:

• Date selector

• Currency selector

• Positions filter

Adjust the view options on the right side of the content header to change how portfolio data is displayed in your current workspace.

Menu bar

The menu bar appears below your content header.

It provides you with important workspace information and contains several functions:

• See when portfolio data was last updated

• Set a start page

• Reset widget filters

• Download workspace data