Portfolios, Watchlists, and Screeners

You can readily create, modify, or delete your Portfolios, Watchlists, and Screeners.

Management functions are accessed via right–clicking in the Navigation Panel.

For example, to create a portfolio:

1. Click on Portfolios in the Start Menu.
2. Right-click on Portfolios in the Navigation Panel and select Create a New Portfolio.
3. You can now select how you’d like to Create Portfolio.