As you make changes to the planned portfolio under the Holdings tab, the data under the Metrics tab will update to reflect the differences between your actual portfolio and your planned portfolio for key portfolio statistics such as Price to Earnings, Price to Book, Earnings Growth and Dividends.
As highlighted in the top right hand corner, you can also reset, export or print the portfolio.
The Sectors tab shows the cash position as well as the sector breakdown for the actual portfolio vs. the planned portfolio. Stocks that are not in a sector are categorized under “Unclassified”.
Please note if you own ETFs or funds, the sectors will be populated with the ETF/fund sector holdings.
As shown in the screenshot below you can sort on any of the columns. The top right hand corner also gives you the ability to reset, export or print the portfolio.
