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This section lists help for the Portfolio Manager. Using the Portfolio Manager Transferring a Search result to A Portfolio Advanced Portfolio
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Welcome to Transferring a Search Result to a Portfolio You can see how a search does in real time by creating a portfolio from the search results. First Run Your Search either in the search builder or a watchlist. See " How to Build and Run a Search ". Then open a portfolio window by clicking...
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Welcome to Advanced Portfolio Sorting You can sort by any column in the transaction or holdings table by clicking the column header. Repeated clicking of the column header will toggle between an ascending and descending sort. To turn off the sort and have the symbol go back in the order you entered them...
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Welcome to Using the Portfolio Manager The portfolio manager is used to make portfolios to follow the gains of losses for a group of stocks. It is not meant to be a full portfolio manager like a brokerage account or Quicken. This makes the portfolio manager ideal for determining how various strategies...