Set the default portfolio view to better fit your needs

By default, all accounts have the portfolio view set to "Overview," which shows a report and chart for that portfolio. Some users will be happy with this, but others might wish to see another tab as their default view. "Tracking" is an especially popular alternative as it offers a stock specific list view rather than an overview of the whole portfolio.

Users can set any one of the 3 main portfolio tabs as the default view preference for all portfolios. Any one of Overview, Tracking, or Charts can be set:

To get started click the gear icon  at the top of the portfolio.

On the window that pops up, you can select your preferred tab and then SAVE.