Use global search to find instruments, portfolios and strategies. Use Sync Details to understand market-data download progress. These are separate controls; the current global search is a grouped popup, not the older five-column Search Results panel.
Find an item with global search
- Click the global search field, or press Ctrl+F.
- Type a symbol or part of a name.
- Review the grouped matches for Instruments, Portfolios and Strategies.
- Choose the intended result. Expand the group or use its additional-results control when more matches are available.
A strategy and an instrument can have similar names. The group tells you whether you are opening a price instrument, a portfolio or a strategy.
Filter only the current management list
Strategy Management and Portfolio Management also have their own list-search fields. These narrow the rows in the current page. Clear the field or use its clear control to return to the full list.
Use global search when you need to move across item types. Use the local list filter when you already know you want a strategy or portfolio from that management view.
Read Sync Details
- Open Sync Details from the synchronization control near the upper-right area of Portfolio Boss.
- Read the recent events in the detail panel, including progress such as “Updated X of N” and messages for data already current.
- Allow required synchronization to finish before interpreting a new backtest.
The indicator can draw attention to unread synchronization events; it should not be read as the old “number of completed instruments” counter. If a provider is delayed, compare these messages with the Automation late-data settings.
