Configure Dashboard

Instructions

The Configure Dashboard button allows users to hide, relocate and customize the panel on the PortfolioAnalyst homepage. Position the widgets in the order you prefer by dragging and dropping items in the desired order. You can also select the Move to Top feature to make a specific widget the first option. Once the widgets are displayed your preferred order click Save.

  1. Select the Configure Dashboard button across the top of the PortfolioAnalyst screen.

    Image of the PortfolioAnalyst configure dashboard panel.

 

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