1. Overall Portfolio Trend Display
1. The ‘Overall Trend Display’ can be viewed in the Weekly and Monthly Report. Choose ‘Reporting’ from the side bar and choose a report from the list as shown below.
For instructions on how to navigate to the portfolio reporting module Click here.
2. To view the ‘Overall Trend Display’, navigate to the top right corner of the page and hover over ‘Portfolio Trend’ as shown below.
3. Listed here is the calculations for the ‘Overall Status’.
