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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
 

Research

The Research tab allows you to do both analytical chart research and fundamental research on a company. The new charting interface allows a number of useful features that we will walk you through so you can get the most out of the application.

The Research tab can be broken up into a few main sections:

  • Portfolio Symbols / Indicators
  • Main Charts Pane
  • Research Taskbar
  • Fundamentals Pain

Research

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