The Activity Summary card allows you to analyze a portfolio or a group of accounts with Beginning Market Value, Net Additions (Contributions, Withdrawals, Other Activity), Gain/Loss (Market Change, Income, Fees), and Ending Market Value.
Click Portfolio > Activity Summary from the drop-down menu.
To expand a card, click on the title of the card and the card changes into Expanded View.
To collapse a card, click on the title of the card and the card changes back into Consolidated View, which is the default.