The Portfolios panel is the list of instrument collections in Portfolio Management. Use it to create your own universe of instruments, organize folders and maintain portfolio backups.
Browse and select portfolios
The columns identify the portfolio’s Name, Type, Data source and instrument totals, including listed and delisted counts. Show tree controls the folder view. The Dynamic folder contains portfolios whose membership is maintained from the data source.
Click a row to select a portfolio. To extend a selection to an adjacent row, hold Shift and press the up or down arrow. Check the highlighted rows before running an action. Older screenshots with a checkbox on each row do not describe the current selection style.
Create a folder or portfolio
- Open Portfolio Management.
- Choose New → Folder to organize collections, or New → Portfolio to create an instrument collection.
- Complete the dialog and confirm the name and destination.
- Select the portfolio and use the Portfolio Instruments panel to inspect or manage its instruments.
Use the management actions
| Action | Shortcut | What it is for |
|---|---|---|
| Merge | Ctrl+M | Combine selected portfolios through the merge dialog. Verify the selected rows and destination. |
| Copy | Ctrl+C | Create a separate copy of a selected portfolio. |
| Backup | Ctrl+E | Export selected portfolio data. |
| Restore | Ctrl+I | Import a portfolio backup through the restore dialog. |
| Delete | Delete | Remove the selected item after reviewing the confirmation. |
The available actions depend on what is selected. A supplied dynamic portfolio is not edited in the same way as a manually maintained portfolio. Use the enabled controls and the dialog’s explanation as the guide for that item.
Understand data-source availability
Yahoo instrument data is not an officially supported feed in the current application because an official API is unavailable. The optional control is under Settings → Miscellaneous → Data. Do not rely on older guide language that treats Yahoo as an ordinary guaranteed source.
After changing an instrument collection, review the strategies that use it and rerun the appropriate research tests before relying on updated results.
