:

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

In the Financial portfolio (not applicable to the Percentage portfolio) in addition to the NAV series, the series of portfolio asset values will also be created.

The following are guidelines on how to complete each field of the ECOPORTFOLIO function

Sell all of a given security

...

The example below shows a portfolio in which the AAPL position was "zeroed out" on 7/3/20

 

The following are guidelines on how to complete each field of the ECOPORTFOLIO function

Filling in the field TYPE OF PORTFOLIO

...