Investment Studio > Views > Quotes > Overview

The Quotes view is used to edit and analyze asset prices. Constant price assets (see Assets > New) are not displayed here.

When no portfolio is selected in the Portfolios view, the Quotes 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 unit price.

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 Quotes 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 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:

Do not confuse the Grid with the view's quote editor (7). While there are superficial similarities, the quote editor is not a Grid object.
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 Quotes view should be used to display various aspects of the selected asset's price.

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 price action (e.g. broad market indices, as in the screenshot above).
The view always contains a tiled quote editor which can be used to modify price quotes for the selected asset.

Do not confuse the quote editor with the view's asset Grid (2). While there are superficial similarities, the quote editor is not a Grid object.

Though always present, the quote editor may be hidden. Click the Edit quotes button in the view's toolbar to toggle the quote editor on and off.