Click on the top blue bar inside the Portfolio Lab window to access the global settings. A panel opens as shown below:
The following settings are available:
- Window title: you may change the top blue bar title, for example setting your name or the name of your firm
- Font size: increase or decrease the font size for all views in Portfolio Lab (but not the PDF report font.)
- Show prices and performance as of: by default, Portfolio Lab uses last available end-of-day market prices. But you can choose to display instead, prices as of previous month. In the previous month mode, all charts and reports are based on the last day of previous month, rather than the last market day. This may be useful for portfolios containing a mix of investments priced on a monthly basis and investments priced on a daily basis. By using prices as of previous month, you ensure that the valuations are aligned. When you activate this mode, a restart of the application is required.
To close the global settings panel, click on 'Close' or click on the top blue bar.