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Portfolio Tool Overview
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***** Disclaimer: This is NOT investment advice, just general help and opinions, please check with a registered investment advisor before making any investment decisions. This document may contain errors. Chapman Advisory Group LLC employees are not investment advisors.
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Topics:
  • Portfolio listing details
  • Portfolio List Options
  • Chart Options
Portfolio listing details


Portfolio List Options
  • Portfolio list options link is displayed just below the results bar near the top of the portfolio tool.
  • Portfolio and Searchtool have independent list options.You may want less chart detail on SearchTool and more detail when viewing portfolio and whole sectors/index lists.



Chart Options
  • Chart Options link is displayed just below the results bar near the top of the portfolio tool.

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