Portfolio Movers

Performance of individual portfolio holdings, also summarized by financial instrument.

To navigate to this tool, please take the steps outlined below.

  1. Select Performance & Reports > PortfolioAnalyst > Navigate to the Portfolio Movers widget.

    • Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Portfolio Movers widget.

  2. Select the blue arrow icon in the top right corner to view additional details.