From the Portfolio page, you can open any portfolio in the folders to which you have access rights. You do this via the Portfolio Management window (which you access by clicking the Open (F10) button on the Home tab or the Open button in the page itself).
By default:
Only one portfolio can be opened at a time.
The selected portfolio opens in the regular Portfolio page.
Irrespective of the portfolio's trade date, the portfolio opens with the current market rates (i.e., the latest rates saved in the system). This lets you see how much the portfolio is currently worth.
However, you can choose to open the portfolio using saved market data (i.e., the rates displayed in the portfolio when you saved it). This lets you see how much the portfolio was worth on the date you traded it.
To access the end-of-day rates for a certain date (saved on the day the option was saved at the close of market) enter the required date in the Trade Date field and then click Refresh.
To open a portfolio from the Portfolio page:
| 1. | In the pricing page click the Open button or on the ribbon bar in the Home tab click the Open (F10) button. The Portfolio Management window opens. |
| 2. | Click the portfolio you want to open. |
| 3. | If you want it to open with the saved market rates, click the checkbox. |
| 4. | Click Open. The portfolio opens in the Portfolio page. |