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Portfolios

To work with portfolios there is the Portfolios panel. You can open it by clicking the Portfolios button in the Common tab.

Designer Panel Portfolios 00

The Portfolios panel is a table that shows the basic data on the portfolio, and the current positions for these portfolios. By double-clicking on the portfolio or position, the Creating portfolio window or the Creating position window appears in which you can edit the selected portfolio or position. To create a new portfolio or a new position, you should click the Designer Panel Circuits 01 button and select the appropriate item in the drop-down menu.

Designer Panel A Portfolios 01

When you click the Designer Alert Bell button, the Notification settings window opens.

See Also

Other Resources