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Quick Start Guide

Portfolio Lists





Bubble Charts

Bar Charts

Ranking Charts

Efficient Frontier Charts

Sensitivity Charts


Adding Individual Projects to Your Portfolio in Optsee®

1. Click on [New] at the top of the Portfolio form to open the New Project form.

2. Enter the Project data in the form, including the name and Attribute Values for that Project. Note that the Attribute names from the corresponding columns are filled-in.

3. Select a color, pattern, pattern color, and line pattern for the Project that will be used in your charts. Clicking the Color squares will open the system Color Picker form for selecting the color. Check the [Blink on Charts] checkbox if you want the bubble to blink on and off on the charts.

4. Click [Save] to save and close the form. When a portfolio contains 2 or more projects, a “SMART Score” is calculated automatically when you save the Project.

Next: Editing Projects in Your Portfolio