Navigating the Platform
This guide explains every element of the Point platform interface so you can find what you need quickly.
The Main Layout
The Point platform uses a consistent three-panel layout:
┌─────────────────────────────────────────────────────┐
│ Top Bar: Logo | Search | Notifications | User Menu │
├──────────────┬──────────────────────────────────────┤
│ │ │
│ Left Nav │ Main Content Area │
│ (Sidebar) │ │
│ │ │
└──────────────┴──────────────────────────────────────┘
Left Navigation (Sidebar)
The sidebar is your primary navigation tool. It is always visible and organised into logical sections.
Main Sections
| Icon | Section | Description |
|---|---|---|
| 🤖 | Chat with AI | Open the Point AI chat interface |
| 📁 | Portfolios | Portfolio management and viewing |
| 📈 | Securities | Security data management |
| ⚡ | Live Analytics | Real-time analytics dashboard |
| 💱 | Exchange Rate | FX rate management |
| 💡 | Insights Hub | Cross-client intelligence |
| 🔍 | Data Quality | Data health monitoring |
| 👥 | Clients | Client record management |
Admin Sections (visible to administrators only)
| Icon | Section | Description |
|---|---|---|
| ⚙️ | System Settings | Platform-wide configuration |
| 👤 | User Management | User accounts and permissions |
| 🔧 | Admin Menu | Advanced administrative tools |
Reports Section
| Icon | Section | Description |
|---|---|---|
| 📄 | PDF Reports | Generate and download PDF reports |
| 📊 | Interactive Reports | Explore interactive data visualisations |
The Portfolios Section
When you click Portfolios, you see the portfolio list view with these controls:
Portfolio List Controls
| Control | Purpose |
|---|---|
| Search box | Filter portfolios by name in real time |
| Total Value column | The current market value of each portfolio |
| Latest Valuation column | The date of the most recent complete valuation |
| Hide Portfolios with no Value | Toggle to hide portfolios with a zero or null value |
| Hide Simple Portfolios | Toggle to show only composite/grouped portfolios |
Portfolio Detail View
Clicking a portfolio opens the detail view with tabs:
- Summary — key metrics, total value, performance
- Holdings — individual positions with values and weights
- Transactions — transaction history
- Performance — returns over time periods
- Reports — available reports for this portfolio
The Securities Section
The Securities section has sub-sections accessible from the sidebar:
| Sub-section | Description |
|---|---|
| View | Browse and search all securities |
| Create New | Add a new security to the system |
| Security Attributes | Manage descriptive data for securities |
| Security Lookthroughs | Define the underlying holdings of fund securities |
| Prices | View and manage historical prices |
| Transactions | View and manage transaction records |
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| / | Focus the search box |
| Esc | Close modal / clear search |
| ? | Open keyboard shortcut help |
Getting Help
- Click the ? icon on any page to open context-sensitive help
- Use the Chat with AI to ask questions about the platform
- Contact support at support@pointgroup.io