The 'Portfolio Manager' allows you to modify, add, and delete portfolios. There are two methods to access the 'Portfolio Manager'.

Method 1:

Click on 'File' and select 'Edit Portfolios'.

Method 2:

Click the 'Edit' icon at the top of the 'Portfolio Manager' module.

Once you open the Portfolio Manager, you will be able to access information about your portfolio. By selecting one of your portfolios, current information on the stock symbols in your portfolio will propagate on the screen.

** Please note that when creating a new Portfolio or Watchlist the following characters should be excluded in the Portfolio/Watchlist name:

  1. ?
  2. /
  3. \
  4. &
  6. commas