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  1. The dropdown at the top filters the view to show the portfolio history for whichever entity is chosen, or All.

  2. Hovering over the chart displays the total(s) for each day:

  3. Clicking and dragging on the chart zooms into the selected date range. You can keep zooming in until you reach the single-day scale.

  4. Clicking (blue star) the blue circle icon in the top-right of the chart area zooms back out.:

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Data

The data for this slide comes from Xplan’s IPS (Portfolio).

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