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Globe Portfolio Help

Frequently Asked Questions

The Portfolio Menu


Do you have an overview of each option on the Portfolio Menu?

Click here for a useful summary of all options on the Portfolio Menu.

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Why is the link for (...) not underlined on the Portfolio Menu?

When a link on the Portfolio Menu is not underlined, it means that option is not available. For example, if the cash balance is not enabled, the Transfer Cash In/Out link will not be available. As soon as cash is enabled, the Transfer Cash In/Out link will be underlined and available.

Here are some tips:

The portfolio reports (Standard, Rolling Periods, To-Date, Gain/Loss, Annual and Intraday Stock) will only be available if you have added funds, stocks, or other investments to your portfolio and have entered the initial number of units owned.

The Intraday Stock Report is only available if you have added stocks to your portfolio and have entered the initial number of shares owned.

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