The screens behind the “Add”, “Portfolio” and “Report” buttons have been simplified, but still contain all of the elements you already know.

The Report button also now features an updated tab function that is integrated into the main window. Using the tabs, you can navigate directly between the portfolio view and the generated reports, without the need to reload the reports.

If you have made changes to the portfolio, there is an “Refresh” button to add in the new changes. This is an important improvement, because reporting data was not automatically updated when a transaction was altered previously. 

You now also have the ability to switch between the Interest Rate, FX and Commodity sections at the bottom of the window. These buttons are located next to the View settings options.

The buttons that take you to Networking, Market data and Settings are on the top right hand side of the screen.