Standard elements in the "Portfolio" widget

The navigation and selection elements in the upper part of the "Portfolio" widget are available in any view.

In addition to the standard icons, you can find the following elements in the upper part of the widget:

Element	Description
Selectportfolio	From the drop-down list in the upper left corner, you can select and open a portfolio, add a new folder to structure the menu or create a new portfolio. The name of the currently selected portfolio is shown on the closed drop-down list.
Select view	The second drop-down list allows you to change the portfolio view. You can select from the following views: Overview 88114211 Account Log Closed positions Tile view Top Flop Correlation Matrix Risk-Return Matrix Analysis The name of the currently selected view is shown on the closed drop-down list.
Portfolio name	On the left side, you see the name and view of the currently selected portfolio.
Trend	Below the portfolio name, you find information about the current performance of the positions: Shows how many positions are trending up and how many are trending down.
Totals	Daily totals can be displayed at the top right of the widget. In the settings of the widget, you select the data to be displayed. You can display the following data: Portfolio value (enabled by default) The portfolio value corresponds to the sum of the market values of all positions within the portfolio Change overall (selected by default) Change today (selected by default) Portfolio value The portfolio value corresponds to the sum of the securities account value and cash deposits Change portfolio Average purchase price Entry sum (net) Change Fees Cash deposits Distributions Hint If no symbol is specified for the portfolio currency, then the ISO code is shown, for example, "FJD" for "Fiji dollar".
Filters	You can filter the portfolio view with the filter field that you find on the right side of the widget.