In the Portfolios Tasks screen, you can add, update, or delete portfolio-related tasks. To view the portfolio tasks,
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Navigate to Admin > Portfolios Admin > Portfolio Tasks.
You can customize the view of the portfolio Changes, Risks, and Goals spreadsheet from the view settings.
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To view the portfolio changes, click the Changes tab.
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To view the portfolio risks, click the Risk tab.
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To view the portfolio goals, click the Goals tab.