Open multiple companies

Companies

Procedure

To open up more than one company:

  1. Simply double-click to open a company in the Companies list.
  2. Double-click another company in this list to open up more companies.

    Note that the open items appear as tabs to the right of the Home tab.

Next Steps

Multiple companies and portfolios can be open at the same time; item type is indicated by the image, for a company, for a portfolio. To move between the items simply select the appropriate tab.