Investment Studio > Views > Portfolios > Overview

The Portfolios view is automatically selected when you launch Investment Studio.

All loaded portfolios are listed in its Grid object; this is where you load/unload, create, copy and delete portfolios; and this is where you select which portfolio you want to work with in the Assets, Quotes, Transactions and System views. The latter are all used to "zoom in" on various aspects of the selected portfolio, and can therefore be regarded as "subviews" of the Portfolios view.

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 loaded portfolios. The choice and presentation of portfolio properties exposed by this Grid depends entirely on its record definition, but should normally include at least portfolio name, currency and NAV.

The Grid is a master object: when a portfolio is selected (i.e. when a cell in that portfolio's Grid record is selected) all other objects in the Portfolios 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 load, create, copy and delete portfolios:

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 a portfolio is selected, and should be used for portfolio-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 portfolio 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 Portfolios view should be used to display various aspects of the selected portfolio (e.g. NAV by date and distribution of daily moves, as in the screenshot above). Comparisons of all loaded portfolios (with each other, with the selected portfolio or with a fixed portfolio) can also be useful.

Browser objects can be set up to display URLs specific to the selected portfolio by defining favorite symbols matching portfolio symbols. They can also be used to display portfolio-independent information which you want to appear on Investment Studio's "first page".