View a Pie Chart of Portfolios

Use the Portfolios - Pie tab to view a pie chart representation of an investor's portfolios. The pie chart shows the percentage of the investor group's capital that the group invested in purchased portfolios.

To view a pie chart of portfolios

1. In the Navigation Explorer pane, click Investors.

2. Double-click a record name. The information appears in the Information pane.

3. Click the Portfolios - Pie tab.