Your entire portfolio system, including the files within your portfolios can be controlled through the Portfolio menu (click to view).
Use this menu to:
| · | Create a new portfolio
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| · | Edit portfolio settings
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| · | Copy portfolio settings to a new portfolio
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| · | Copy portfolio to new portfolio
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| · | Delete portfolio and files
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| · | Replace Portfolio With Vendor Portfolio
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| · | Import Portfolio
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| · | Export Portfolio (to printer - same as Print File List)
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| · | Overwrite with Backup Copy
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| · | Minimize Portfolio Manager (change the appearance of your screen for full charting)
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| · | Restore Portfolio Manager (restore screen to its presentation before Portfolio Manager was maximized or minimized)
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| · | Maximize Portfolio Manager (change the appearance of your screen for best functionality within Portfolio Manager)
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| · | Insert File/Files(add new series to your new or existing portfolio)
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| · | Edit file settings (change the properties of a portfolio item)
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| · | Rewrite file immediately (write an export format file to disk now)
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| · | Rewrite file on next distribution (write an export format file to disk later)
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| · | Delete File and Settings (remove an item from portfolio)
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| · | Chart Series (display as UA chart)
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| · | Find in Portfolio (use to locate a series on your portfolio list
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| · | Select All (select all portfolio items for next action)
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| · | Print File List (to make a hard copy listing of the selected portfolio)
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| · | Reset Widths and Placement (to return columns to original state)
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| · | Change Format (choose between chart, ASCII, MS, CSIM and CSI)
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| · | Change Period (make file/chart Daily, Weekly or Monthly intervals)
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| · | Enable/Disable Portfolios (select the portfolios that will be maintained automatically)
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| · | File Properties (view and edit specifications for the selected item)
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A very similar menu will display if you click on any item in a portfolio and then right-click your mouse. Use whichever method is most convenient for you.