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Grid Display: Spreadsheet View

This option allows you to access features from the Rebalance Summary and the Trade Summary in one place. With spreadsheet view, you can do the following:

• Review and edit at the trade level
• Review high-level, holistic initial and post-rebalance data
• Evaluate individual trades
• Select individual lots to trade
• And more...

To toggle between the standard view and spreadsheet view, click Spreadsheet View at the top of the report: