Change Period
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You can change the reporting frequency (period) of your data files and resulting charts from the Portfolio Menu. This is the same as "Periodicity" in other UA menus and "Bar Frequency" in UA charts.

This feature will affect the selected file in your portfolio listing, so click your file first and then click the Portfolio menu. From there, click "Change Period," followed by your choice, as shown:

period

The choices are:

·Daily (Daily reporting)  
·Weekly (Monday's open, high and low for week, Friday's close)  
·Monthly (First day's open, high and low for month, last day's close)  
·Quarterly (First day's open, high and low for the quarter, last day's close)  
·Annual (First day's open, high and low for the year, last day's close)  

Your selection for Aggregate Files under portfolio settings or UA Preferences will affect volume, open interest and cash presentation in weekly, monthly, quarterly and annual charts and files.