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Portfolio Equity Performance Graph

Sep 15, 2020

The Portfolio Equity Performance Graph determines the portfolio’s performance by calculating the daily gains and losses of your open and closed positions. You can view the equity percentage change on the graph based on a selected date range. Any date range can be selected; however, if you choose a start date that is prior to the entry date of your…

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Dashboard Overview

Sep 10, 2020

The Dashboard tab contains several widgets.  These widgets give you valuable information about the markets and your portfolio. Let’s review the widgets on the Dashboard. At the top of the Dashboard is the actions carousel. This shows you the current health of the markets and actions you can take on your portfolio. You can scroll through both rows of data…

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