1. Right-click the Portfolio Time & Sales title bar.
2. Select Create New. The Symbol Groups window opens.
3. Enter a name for the portfolio.
4. Enter a symbol to include in the portfolio.
5. Click the Add button. The symbol will be displayed in a list.
6. Continue to add all of the symbols you want included in the portfolio.
7. When you are finished adding symbols, click OK.
8. You can also select New in the Symbol Groups Name list.
To add symbols to a custom portfolio
Adding symbols to a portfolio refreshes the open Portfolio Time & Sales window. You cannot add symbols to default portfolios.
1. Right-click the Portfolio Time & Sales title bar.
2. Click Edit. The Symbols Group window opens and displays the current portfolio.
3. To change portfolio, click the down arrow on the Name field.
4. Select a portfolio.
5. Type a symbol in the Add a symbol field.
6. Click the Add button. The symbol is displayed in the list.
7. When you are finished adding symbols, click OK.
To delete symbols from a custom portfolio
Deleting symbols from a portfolio will refresh the open Portfolio Time & Sales window. You cannot delete symbols from default portfolios.
1. Right-click the Portfolio Time & Sales title bar.
2. Click Edit. The Symbols Group window opens and displays the current portfolio.
3. To change portfolio, click the down arrow on the Name field.
4. Select a portfolio.
5. Click the symbol.
6. Click the Delete button on your keyboard. The symbol is removed from the list.
To delete more than one symbol, select the symbols while holding down the Ctrl key.
To delete a custom portfolio
1. Right-click the Portfolio Time & Sales title bar.
2. Click Edit. The Symbols Group window will open the currently displayed portfolio.
3. To change portfolio, click the down arrow on the Name field.
4. Select the portfolio you wish to delete.
5. Click the Name down arrow again.
6. Click Delete current group.