To view a portfolio's snapshots:


    1. View the portfolio and click the Snapshots tab.



    2. To view a specific period, click the Period selector.  The Select Period window appears.



      Select the period and click OK.

    3. To change the frequency of displayed snapshots, click the Zoom Level selector and choose from Daily, Weekly, Monthly, Quarterly, Yearly or Maximum.  If you select Maximum, all snapshots will be displayed, including multiple snapshots taken on the same day.  Otherwise, the most recent snapshots in the selected interval will be displayed.

    4. To view a position's name and cost basis in addition to its symbol, click the Snapshot toolbar button and select Snapshot Options.  The Snapshot Options window appears.



      Select the columns you want to view and click OK.


See also:


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