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How can I configure Portfolio Tracker board?
How can I configure Portfolio Tracker board?
MyAnalyst avatar
Written by MyAnalyst
Updated over a week ago

You can follow these simple steps to set up the Portfolio Tracker board as per your mandate.

  • In the Configuration page, update the board name and description of the portfolio tracker board.

  • In the board filters section, select the desired funds and geographies to be tracked. You also have the option to exclude Deadpooled and Exited Companies in the analysis.

  • You can toggle the button to show the updates in your dashboard feed.

  • Configure alerts for the desired frequency and then click on "Save and take me to my board" to effect these changes.

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