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 |
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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:
|
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:
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. |