Page History

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You can hover over an item in the graph or legend to highlight it and get more information. To see even more details, such as a graph with the holdings in an investment class, click on the class either in the graph or the legend. This also works if there is an Other slice and you want to see a graph of the Other items.

Allocation by Security card

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You can hover over an item in the graph or legend to highlight it and get more information. If that security contains other listed securities, you can click to see those securities. This also works if there is an Other slice and you want to see a graph of the Other items.

Moving your cards

You can move and arrange your cards using drag and drop. Click and hold on the top part of the card and drag the card to where you want it to be. If you drag it directly on top of another card, the two cards will switch places. If you drag a card before or after a different card, the other cards will reorder to make room for the card in that position.

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