Stock Interactive Portlets › Portfolio Portlet

Portfolio Portlet

The interactive Portfolio portlet 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.

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.

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