Portfolio Analytics (PORTF): Customizing Your Portfolio Reports* (EN WebEx)
Create and modify portfolio reports, and utilize the different objects from the Widgets Library in the PORT app.
Agenda
• Accessing Templates
• Creating New Templates
• Widget Library
• Widget vs Universe settings
• Amending Templates
• Sharing Templates
*For CFA Charterholders that register for this class, the CFA Institute allows its members the ability to self-determine and self-report professional learning credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL tracker.
*For Clients in Hong Kong: this is an eligible CPD course approved by Treasury Markets Association (TMA). Participants will be granted 1 CPD for 60 mins duration; 0.5 CPD for 30 mins /45 mins duration.
