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FAQ

How do I print from Portfolio Manager?

There are two printable portfolio reports -- Portfolio Snapshot View Report and Portfolio X-Ray Overview Report (Premium members only).

  1. To print one of these reports, choose the portfolio you wish to print. Scroll over Create on the toolbar and click Print from the dropdown.
  2. From the Print-Friendly Portfolio Report window choose the report you would like to print. Click Snapshot View or X-Ray Overview and a formatted printer window will display.
  3. Click on the Print icon in your browser toolbar.

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