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

Designer Panel A 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

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