Stock Interactive Portlets › Portfolio Portlet

Portfolio Portlet

Description

The Portfolio portlet is an interactive portlet that contains Xcelsius visualizations for a selected portfolio.

Prerequisites

• Run the following jobs:
  • Time Slicing
  • Datamart Extraction
  • Datamart Rollup - Time Facts and Time Summary
  • Rate Matrix Extraction
• Add the interactive portlet to a tab on a Portfolio page layout using one of the following techniques:

  From Studio:

  1. Add a new tab to any Portfolio Page Layout.
  2. Add the Xcelsius interactive dashboard portlet to the tab content.
  3. Publish the Portfolio Page.
  4. Assign the Portfolio Page Layout to a Portfolio.

Personalize an existing portfolio layout:

1. With the portfolio open, navigate to the tab, and click the Personalize icon, or the Manage Tabs icon.
2. Add the Xcelsius interactive dashboard portlet to the tab content.
3. Save the changes.

Information Displayed

Portfolio Dashboard

• Budget/Forecast by Goal
• Balance
• Investment Financial Grid

View Investment Information

Follow these steps:

1. Open the portfolio and navigate to the Xcelsius Dashboard tab.

   Note: Navigation depends on how you or the CA Clarity PPM administrator configures this portlet.

   A list of investments from the selected portfolio appears.

2. In the left pane, select the investments to factor into the analysis.
3. Move the selected investments to the right pane by clicking the appropriate arrow.
4. Click Update.
5. Click Filter.

   The Portfolio Dashboard appears.

Add or Remove Investments

To select or remove investments, select the Filter check box to display the list box of selected and available investments.

Follow these steps:

1. To select or remove investments from the analysis, complete the following actions:
   • To remove investments, move the investments from the right to the left pane.
   • To add investments, move the investments to the right pane.
2. Click Update.
3. Click Filter.