My Account: Set-up and Preferences

My Account is used to set your preferences for using PortfolioWise. 

The first section is My Profile.  This is where you set parameters including your Name, Email Address, the Logo of your Firm, a Photograph, and your Personal Disclaimer.  

You may also Customize Reports generated by PortfolioWise.  You may customize your research reports to include any or all of the available sections; Overview, Rankings, Rating, Risk, and Holdings.  You may also include your firm’s logo, your name, the Company Name and page numbers on each report.  Finally you may also include your Disclaimer.  

Customization is available for reports generated through Diagnostic/Compare.  You may elect to include your Logo, Name, Company and Page Numbers.  You may also select what section to include; Overview, Looking Forward and Looking Back.  You may also elect to include a Disclaimer.  

Printing Reports.  

Click on the icon to open the Print Report Dialog Box.  

The right side of the screen serves as a Print Preview showing what your document will look like.   The left side of the screen allows you to set parameters for your report. 

Finally, clicking print enables you to print to a .pdf to transmit the report as an email attachment or to send the document to a local or network printer to print.  

Scroll to Top