Documentation describes the major windows and other visual elements that constitute the Balancing Act user experience. This introduction describes tables that make up the main window, where most of the action occurs. The overview is followed by several individual topics describing other windows or dialogs plus in-depth details for the main window.
Topics are presented in a natural order that, for the most part, matches the sequence used to define a portfolio and then rebalance it. Several of the steps are done only once during initial setup. The document can be read from front to back, but each topic is mostly self-contained often with links to relevant companion topics.Read More