How can we help you today?


When in a transaction page within the Portfolio Manager how do I view the company's specific research?

When you are on the Portfolio Manager front screen, if you click on a company's name or code you will be taken directly to the list of transactions that relate to that company.

ccl.png

If you wish to view then read up more about the company and conduct further research, simply click on the company in the top left hand corner.

 

Have more questions? Submit a request
Powered by Zendesk