Activity
Instructions
The Activity widget lets you view information such as Trade Summary, Deposits & Withdrawals, Interest, Fees, Dividends and Corporate Actions.
Supported Time Period(s) and Account Type(s):
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Time Period(s): All time periods supported.
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Account Type(s): Brokerage, Bank, and Credit Card accounts only.
To navigate to the Activity widget, follow the steps below.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the Activity widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Activity widget.
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Select the blue arrow icon in the top right corner to view additional details.
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A new page will populate with additional information regarding your activity.
