Organize Portfolios in Folders

You can organize your portfolios into groups. To enable portfolio folder grouping in order to organize your portfolios into folders, go to your user name in the top right corner and in the drop-down menu select the ‘Preferences’ item.

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In the window, check the box to enable portfolio folders.

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Now all of your portfolios will be in a ‘Default’ folder in the Navigation panel. You can right-click this folder to rename it.

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To create more portfolio folders, right-click ‘Portfolios’ and select ‘Create Folder’ from the drop-down menu or from Actions, select ‘Portfolios’ and select ‘Create Folder’. After giving it a name, it will appear under ‘Portfolios’ in the Navigation panel.

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From here, you can just drag and drop the portfolios into the different folders. You can also drag and drop the folders themselves to rearrange the order. Now when you click ‘Portfolios’ in the Navigation panel, you’ll be able to see the summary of each of the portfolio folder groupings displayed in the Table, as shown below.

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