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Portfolio List

 

The Portfolio List contains all your portfolios, by name, that were created by you or by your advisor. Clicking on a portfolio's name will take you to the report page where the default report of that portfolio will be displayed. Use the Edit link next to each portfolio name to edit the Combined Account Portfolio or a custom portfolio created by you. Follow the same guideline as create "New Portfolio" if you are editing a portfolio.

The Account List is grouped by core, manual, balance only and external accounts. Some of these account segments may or may not apply to you. The Create Manual Account link allows you to manually enter account assets that are not currently managed by the Albridge system. With manual accounts, the creator will be responsible for tracking the asset’s activity (price, quantity, transaction, etc.).

portfolio