Portfolio Tracker

Description

With the Portfolio Tracker, you can analyze and follow in real-time your trading portfolios using Infront trading, your Portfolio Management System, Excel, or manual updates.

How to open

Navigate the main menu, under the section tools and select "Portfolio Tracker".

Alternatively, simply type the command "Portfolio Tracker" in the search bar.

List of portfolios

When you open the Portfolio Tracker, you will first encounter the "List of portfolios" window. It lists all the portfolios available in your user login.

In the grid view mode, you can search across different portfolios by simply typing their name while having the window active.

By clicking on "Thumbs" you can observe the portfolios performance in a thumbnail format.

How to open a portfolio

To open a portfolio, simply double click on a portfolio and it will open the Portfolio Tracker. See the section Importing and Creating Portfolios for further information.