Reference manual

The Reference manual is structured around the User Interface (UI) of the program, probably the easiest and quickest way for users, developers, or contributors to find relevant information. Figure 1 shows a typical opening screen of a small portfolio, e.g. demo-portfolio-04. An overview of the menu and all sub menus is given here.

Figure 1. Opening screen of the Portfolio Performance program.

Figure 1 illustrates the outcome of selecting the All Transactions view, accessible either through the sidebar or the menu View > All Transactions. The last Buy transaction for share-3 is selected, prompting the display of a chart showing the historical quotes of share-3 in the information pane. The following UI elements can be distinguished:

  • Menu bar containing five elements: File, View, Transaction, Online, Help. This menu bar is not context sensitive. An expanded image of all menus and submenus [available here] will provide you with a comprehensive understanding of the program's functionalities.
  • Open projects: you can open multiple projects simultaneously. The highlighted project is visible below. Projects marked with a star (*) preceding their name has been changed and should be saved before closing. It is possible to display two projects side by side in the UI.
  • The Sidebar serves as a convenient shortcut for accessing various views within the project. All available options can also be accessed through the View menu. It's important to note that the list in the sidebar mirrors the options available in the View menu, providing a one-to-one translation of the available views. The chosen view dictates the content displayed in the adjacent top and bottom panes. Next to the options Securities and Taxonomies, a very small (green) icon will let you add new elements.
  • Main pane: in the example of Figure 1, the main pane contains the All Transactions view. This is a list of all the transactions that you have made with your portfolio, such as deposits, withdrawals, buys, and sells. The default columns, such as date, type, security, ..., are initially visible. However, you have the flexibility to modify them using the Settings (cog) icon located in the top-right corner. Please, note that the icons in the top-right corner are specific to this view and may not necessarily appear in other views.
  • The Information pane follows the selection of the main pane. For example, selecting share-1 in the main pane will display the chart of this share in the information pane.
  • Divider bar: the area occupied by the top and bottom panes can be adjusted using the divider bar. You can drag the divider bar all the way to the top or bottom. It is not possible to completely hide a pane; except for the Currencies and Settings options.