PortView – Importing Next Month’s Data

PortView™ supports fast and easy use of templates. Simply open a Portfolio “View” template, then click on next month’s data for next month’s view. PLUS, all views that users save are templates for future views.


To update data in a view, user simply open the view created and saved with the last set of data. Next they then import the new data. PortView instantly creates the new view with the new data. It is that easy.