learning center

Get the most out of Portfolio Insight with our video tutorials

Understanding Fair Value


Learn how to use the fair value chart to help determine if it is the right time to buy

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Introduction to Portfolio Insight


Walk through the basics of using Portfolio Insight

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Analyzing Performance and Fundamentals


Learn how to quickly analyze a stock's performance and fundamentals

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Analyzing Your Portfolio with Heatmaps


Take a deep dive with heat maps to track your total returns and dividend payments by sector and account

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Managing Your Pay


See how to stay on top of your cash flow with the automated Pay Calendar and Pay Schedule

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Using Dynamic Watch Lists


Use dynamic watch lists to uncover your next opportunity. This tutorial shows how to setup dynamic watch lists that automatically update as market conditions change

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