HOME > Trust Company > Online Services > PAL Help - Navigating Portfolio Review
Navigating the portfolio review
In general, you can navigate through the Portfolio Review by using the mouse cursor to scroll up and down the page or by clicking on links built into the report. Links take you directly to specific report areas and generally appear as tabs, hypertext (underlined blue font) or icons.
Tab links
To move between sections of the report, click on the appropriate tab header for any section. The active tabs appear in blue. For example, while viewing the Account Summary, you can click on the Investments tab or Transaction Activity tab to go directly to those sections of the Portfolio Review.
Hypertext links
Investment Segments that appear in the Account Summary section of the Portfolio Review appear as hypertext (underlined blue font). Click on any segment title to move to and view the corresponding basic holdings data in the Investments section of the report.
For example, while viewing the Account Summary, you can click on Mutual Funds to move to the Investments section of the page and view the individual security totals that comprise the Mutual Funds Investments Segment in the current account.
Icons
- While viewing any section of the Portfolio Review, you can click on the icon to return to the top of the page.
- While viewing the Account Summary section of the report,
click on the following icon labels to view charts and graphs:
Market Value - displays a bar chart showing Market Value totals.
Portfolio % - displays a pie chart depicting Segment % of Portfolio information.
- In the Investments section of the Portfolio Review, click on the icon to view detailed tax lot information for the corresponding security record. Click on Return to Portfolio Review or click the Back button on your browser to return to the Portfolio Review.
- In the Transaction Activity section of the Portfolio Review, click on the icon to view detailed transaction data for the corresponding transaction record. Click on Return to Portfolio Review or click the Back button on your browser to return to the Portfolio Review.
While precaution has been taken to ensure information is transmitted safely and securely, First Republic Trust Company does not guarantee or warrant the privacy or security of information on the internet. Account information via PAL is for inquiry purposes only. While information cannot be altered, it can be downloaded for financial reports and presentations.
