Portfolio Window - Other functionality

You can rearrange the symbols in your portfolio by grabbing the symbol and dropping it in another place.


You can create sub-portfolios - or portfolio sub-groups - by separating them with --- (three dashes) symbol. Anything you put after the three dashes (like this: ---name) will become the sub-portfolio's name.


Both portfolios and sub-portfolios can be collapsed with only their totals showing by clicking on the litte collapse icon next to the Sub-total or Total.


When viewing a portfolio, you can press the key-shiftkey-Del key to delete the currently highlighted row.


You can add symbols to the portfolio by pressing the key-ins key - or just start typing a symbol you want to add to the portfolio, and a dialogue box will pop up to complete typing the symbol or multiple symbols.