Investment Studio > Views > Assets > Overview

The Assets view is used to add, edit, compare and delete assets in the selected portfolio.

When no portfolio is selected in the Portfolios view, the Assets view is empty.

The view consists of a toolbar and a number of customizable tiled objects. The kind, definition, position and number of tiled objects is up to you. For a simple example, consider the following screenshot:

The view's toolbar contains a group of date range controls

  (used to set start and end dates for the view's Grid, Chart and Graph objects) and two button groups used to create, display

and arrange

tiled objects. The button groups may be hidden by unchecking the corresponding entries in the view's pop-up menu:

All buttons in the toolbar have functional equivalents in the view's pop-up menu (under Dates, Objects and Arrange).

Depending on their settings, individual tiled objects may also display their own toolbars. Those should not be confused with the view's toolbar.
The view always contains a single Grid object connected to Investment Studio's internal table of assets in the selected portfolio. The choice and presentation of asset properties exposed by this Grid depends entirely on its record definition, but should normally include at least asset name, currency and NAV.

The Grid is a master object: when an asset is selected (i.e. when a cell in that asset's Grid record is selected) all other objects in the Assets view are notified and updated accordingly.

The Grid's toolbar (not to be confused with the view's toolbar - see above) contains the standard Grid toolbar controls, plus a button group used to add and delete assets

and an extra button in the setup group, used to toggle the listing of null assets (assets not held at the end of the view's date range) on and off:

The toolbar (or individual control groups in it) may be hidden using the Grid's pop-up menu, but equivalent menu items are always available:
The view always contains a tabbed Notes object which can be used to enter free-format comments and reminders. The first page is for text common to the entire view. The second page is only visible when an asset is selected, and should be used for asset-specific text.

Though always present, the Notes object may be hidden. Click the Notes button in the view's toolbar to toggle the Notes object on and off.


The view can contain any number of Chart, Graph and Browser objects (within memory and other system resource bounds). Their contents depend on each object's individual setup, on asset selection in the view's Grid (2) and (for Charts and Graphs) on date range selection in the view's toolbar (1).

In practice, Chart and Graph objects in the Assets view should be used to display various aspects of the selected asset (e.g. NAV by date, percentage of portfolio NAV and distribution of daily price moves). Comparisons of all assets in the portfolio (with each other, with the selected asset, with a fixed asset or with the portfolio) can also be useful.

Browser objects can be set up to display URLs specific to the selected asset by defining favorite symbols matching asset symbols. They can also be used to display asset-independent information relevant to portfolio composition (e.g. sector ratings, as in the screenshot above).