Portfolio Movers
Available in: Client Portal, Advisor Portal, Broker Portal, Org Portal, Student Trading Lab, Professor Trading Lab
The Portfolio Movers widget allows investors to view the performance of individual portfolio holdings, summarized by financial instrument. The Portfolio Movers widget includes top performers, bottom performers, and performance by symbol.
To navigate to this tool, please take the steps outlined below.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the Portfolio Movers widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Portfolio Movers 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 portfolio movers.
