In This Article:

Introduction

Overview

Next Steps


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 ViewTop View
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