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Welcome to
    Portrak 2.0
Out of the Box
Dealing with Data
Pretty as a Picture
A Bit of Theory
What Kind of Fault

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PortTrak 2.0 - Pretty as a Picture, Viewing the Chart

You should know from the start that you will not be able to view any of your chart data for at least two weekdays after you first launch PortTrak. In order to make a meaningful chart, you will need at least two different data points, and it takes two days to get those.

Once you've passed that, however, viewing your chart is a fairly simple procedure. You go to the PortTrak menu, and choose the Chart selection. In that, choose "View Chart".

PortTrak will present you with a choice for a start date and an end date for your chart. You should pick, of course, the date that you would like to begin from, and the date you would like to view through.

Beneath that, you are offered the four measures that you might choose to chart your portfolio performance against. You may choose any or none of these, simply by checking or unchecking the boxes for each of the Indexes.

When you are finished, click the OK button.

PortTrak charts the values so that on day one of your chart, everything is the same. Therefore, the chart you are looking at is the movement of your portfolio and of the Indexes from the first charting day, which you selected above.

Back to Pretty As A Picture

 

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