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Introduction
» PortfolioTK
» Installation/Uninstallation
Menus
» File Menu
» Research Menu
» Report Menu
» Help Menu
Research
» Research
» Portfolio Symbols
» Portfolio Indicators
» Charting Pane
» Research Taskbar
» Trade Sync
» Fundamentals Pane
Equity Charts
» Equity Charts
» Example Portfolio
» Creating New Portfolio
» Equity Curves
» Plotting
» Percent Change
Trades
» Trade Rows
» Trade Columns
» Open Trade Statistics
Reporting
» Export Charts
» Export Trades
» Gains & Losses
Analytics
» Portfolio Level Statistics
» Modern Portfolio Theory
» Position Level Statistics
Performance
» Risk/Reward
» Correlation
» Alpha/Beta
Simulator
» Terms
» Application
» Price Bands/Moving Averages Terms
 

Fundamentals Pane

PortfolioTK has a built-in browser that allows you to access pertinent financial information on companies to help aid you in your decision making progress. By default, the fundamentals pane navigates to information provided by MarketWatch, Inc. Research on anything from Company Financials to SEC Filings can be used to make smarter investment decisions.

Fundamentals Pane

To access the fundamentals pane, simply click on the Fundamentals button in the bottom toolbar next to View. In this view, you have full browser functionality allowing you to go Back, Forward, type a URL, Go, and Stop. The Symbol’s list on the left remains viewable while on the Fundamentals tab. This allows you to click on any symbol in your current portfolio and the URL will update and navigate to that companies’ financial information automatically.

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