The Portfolio View
The Portfolio view provides an overview of a single investment account. All securities in the selected investment account that have non-zero value are listed along with their current price, number of shares and the current value. The total value of the securities as well as the cash balance of the investment account are also displayed. If the investment account contains multiple types of securities (stocks, bonds, CDs, etc) then a graph is displayed showing the distribution of value across the different types of securities.