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Portfolio Manager Help
View Investor ROI
Use the Investor ROI tab to view a breakdown of each investor's portion within the portfolio. You can also specify part of an investor's money as non-commissionable when you use profits from the purchase and sale of one portfolio to purchase another portfolio.
To view investor ROI
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In the Navigation Explorer pane, click Purchases.
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Double-click a purchase name. The information appears in the Information pane.
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Click the Investor ROI tab.
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To view ROI for a specific investor, click on the investor's piece of the pie. The ROI dollar amount and percentage of the total appear.
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To specify part of an investor's money as non-commissionable, do the following:
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Click the Money Bag icon.
Commissionable Investment: Portion of the investment that is commissionable.
Non-Commissionable Investment: Portion of the investment that is not commissionable.
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Specify the amounts and then click Save.