Stock sector analysis

Portfolio Lab’s allocation analysis has a new Stock Sector view. In this view, Portfolio aggregates sector information of equity positions in the portfolio. For ETF and fund positions, Portfolio Lab uses the sector breakdown of the equity portion of the fund....

Resize or move your logo in PDF

The size and position of your logo on the PDF cover page can be changed easily. In Portfolio Lab’s PDF window, place your mouse over the logo to reveal the editor box. Then, use the drag bar to move or the corner handles to resize. Your new logo position and...