Online Help Home > Portfolio Management > Navigating in the Portfolio Module

Navigating in the Portfolio Module

Overview

To navigate in the Portfolio Management module, you use:

The submenu that appears below the main navigation bar
The links in the Search Results section of the Portfolio Search screen
The tabs that appear at the side of the Portfolio Definition, Portfolio Event Search, and Portfolio Members screens
The links that appear in the Search Results section of the Portfolio Event Search screen.

When you select Portfolio Management from the main navigation bar, the Portfolio module submenu displays links to search for existing portfolios and to create a new portfolio.

Portfolio Management search results

When you select Search for Portfolios, you enter information to identify the portfolio, and click Search. The Search Results section of the Portfolio Search screen displays links to do the following:

To perform this task	Select this link	Applies to these portfolio types
View or edit the portfolio definition	The name of the portfolio in the Portfolio Name column	All portfolio types
Schedule the generation of portfolio statistics	Schedule in the Action column	Financial Benchmark and Exposure portfolios
View, graph, or export portfolio results	Events in the Action column	Financial Benchmark and Exposure portfolios
View members	Members in the Action column	Financial Benchmark and Exposure portfolios
Add ratios for a quarter	Add Quarter in the Actions column	Standard Financial
View or edit ratios for a quarter	View/Edit Quarter in the Action column	Standard Financial

Portfolio Management module tabs

After you have selected a portfolio, you can access the Portfolio Definition, Portfolio Event Search, Portfolio Event Details, and Portfolio Members screens. These screens have tabs that enable you to access the portfolio definition, event results, and member information for the portfolio you have selected.

When viewing portfolio members, you can select the link in the Customer Name column to access the customer record.

Portfolio event search

When you select the Events link in the Action column on the Portfolio Search Results screen, the Portfolio Event Search screen appears. When you search for an event, links and buttons appear in the Search Results section to do the following:

To perform this task	Select this link
View portfolio trends	View Trends button after selecting multiple portfolio events
Export member raw data	Export Member Raw Data after selecting a single event
View event details	View in the row for the event