Portfolio Account Homepage
The Portfolio Account Homepage is the starting point for managing portfolio accounts. This page provides a window to portfolio account information relevant to you and contains several sections.
Portfolio Account Lists Section
The Portfolio Account Lists section shows this information:
- Portfolio Account Lists. The first 4 filtered lists (by default). Filtered lists are subsets or groups of portfolio accounts that allow you to limit the number of portfolio accounts to work with at a time.
The application comes with a set of standard lists, arranged in alphabetical order. All standard lists are public and visible to everyone. You and your managers can create additional lists based on different criteria. These custom lists appear in alphabetical order above the standard set of lists.
If an already-created list does not appear on the Portfolio Account Homepage, click any list. Then, on the Portfolio Account List page, click the picklist to see all the available lists, and make your selection.
The following table describes the standard lists that are available by default.
Portfolio Account List
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Filters
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All Portfolio Accounts
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All portfolio accounts to which you have visibility
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All Recently Created Portfolio Accounts
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All portfolio accounts to which you have visibility, sorted by the created date
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All Recently Modified Portfolio Accounts
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All portfolio accounts to which you have visibility, sorted by the modified date
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My Portfolio Accounts
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All portfolio accounts with your name in the Owner field
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For information on viewing or creating these lists, see Working with Lists.
- Manage Lists. Link that takes you to the page where you can review the entire list of created filtered lists, create a new list, or view, edit, or delete an existing list. The list of filtered lists on the Manage Lists page includes the standard lists, although you cannot edit or delete them (you can only view them).
Recently Modified Portfolio Accounts Section
The Recently Modified Portfolio Accounts section shows this information:
- Recently Modified Portfolio Accounts list. List of the most recently modified portfolio accounts.
- Show Full List. Link for expanding the list of recently modified portfolio accounts.
Related Information
See the following topics for related Portfolio Account information:
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