Download Latest Vendor Portfolio

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This feature allows the many CSI subscribers who use standardized "Vendor" portfolios to get the most up-to-date portfolio list for their respective trading systems. Vendor portfolios are lists of markets and parameters that have been optimized for use with various software products. The content of the portfolios is determined by the vendors, not CSI.

To use, click the "Portfolio" menu at the top of the UA screen, and then move your cursor to "Download Latest Vendor Portfolio." This produces and additional menu showing the current list of vendor portfolios:

Click the portfolio that matches your third-party software.

You'll be asked to confirm that you want to begin the download. Make sure that your computer is online and then click [Yes] to begin. The download normally takes just a few seconds. When complete,the revised portfolio listing displays in your Portfolio Manager panel.