Portfolio Analytics

From any portfolio view, you can click on the icon identified below to open the portfolio analytics.

Once opened, the analytics will appear at the top of the portfolio view. Analytics work on all three views and will stay at the top of the portfolio view until you turn them off.

They will look like this:



Any adjustments to any of the properties in the portfolio will adjust the number accordingly.

Each information "pop-up" will provide a definition for the metric and show you how that information is calculated, including the numbers the platform will use to calculate that number.