Filter by Other Criteria

The columns in the browser have the ability to be filtered by other criteria in addition to the plan type. The other columns that can be filtered is Name, Folder, Equity Types, Intraday, History, Usages, and Units.

If you right click on a column, there will be a filter option which can be selected as seen in the example below. In this example ETF is listed in the text field and it will filter and display metrics that can be used with ETF type tickers.

Filters metric browser

Filter by Plan Import