Portfolios, Watchlists, and Screeners

We can readily create, modify, or delete our Portfolios, Watchlists, and Screeners.

Management functions are accessed via a right–click in the Navigation panel or by selected the appropriate shortcut in the Actions pane.

For example, to create a portfolio:

1. Click on Portfolios in the Start Menu.
2. Select Create a New Portfolio under Actions.
3. We can now select how we’d like to Create Portfolio.