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Help - Managing Portfolios


To Add a portfolio:

(1) Click on the ADD PORTFOLIO BUTTON on the bottom of the screen

(2) NAME the portfolio

(3) ADD SYMBOLS and purchase information by typing them INTO THE GRID

(4) CLICK APPLY CHANGES and choose active portfolio from portfolio menu above upper applet 

To Edit Portfolio (add/remove stocks)

(1) Click on EDIT PORTFOLIO BUTTON on the bottom of screen

(2) CHOOSE PORTFOLIO from list to edit

(3) EDIT SYMBOLS (add, change or remove) and purchase information by typing them into the grid

(4) Click apply changes and choose portfolio from portfolio menu above upper applet 

To Delete Portfolio

(1) CLICK ON DELETE PORTFOLIO button

(2) CHOOSE PORTFOLIO to delete from list

(3) Click APPLY CHANGES

To Rename a Portfolio

(1)Click the EDIT/RENAME PORTFOLIO button

(2)Select the Portfolio you would like to edit and click OK

(3)Click the RENAME NAME button which is found on the Right

(4)RENAME PORTFOLIO and click OK

 


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