Managing Portfolios

Search for portfolios

1) Finding portfolios by names:

In My Portfolios tab, use the search engine located on the top of the left panel to type the name of the portfolio you are looking for.

2) Finding dashboards by dates:

In My Portfoliostab, use the search engine located on top of the left panel:

Type a date in the format:  #YYYY to find all the portfolios created during a year, use #YYYYMM to find all the portfolios created on a specific month and #YYYYMMDD for all the portfolios from a date:

For example: type #2016 and only the portfolios created in that year will be shown.

Clone a portfolio

From the "Portfolios" section, click on the portfolio you want to clone.

Here you can see the Summary screen. Click on "Clone" at the top. 

On the next screen, you can edit "Date", "Base Currency", "NLV (Net Liquidation Value), "Securities", Add/remove securities. Then click on "Next".

Now, change the name and click on "Create".

Export a portfolio

From Portfolios, select the portfolio you want to export.

Now, click on the "export" button at the top:

Delete a portfolio

In the "Portfolios" section, select the portfolio you want to delete by clicking on the box on the left. Now click on the "delete" button at the top of the screen: