In This Article:
Introduction
The following article explains the functions of the buttons located at the top of the Portfolio Management screen.
These buttons are located on the top right of the portfolio management screen.
Overview
![]() | This button is used to toggle the view of the portfolio management screen between left format and right format. |
Left View | Top View |
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In the left view (usually the default view), the Portfolio and Information section will appear on the left side of the screen (the toggle button will be grey) | In the top view, the Portfolio and Information section will appear on the top of the screen (the toggle button will be blue) |
![]() | ![]() You can select this button input any notes or attach any files to the Portfolio view |
Next Steps
The next article is on the Portfolio and Information Sections