Create a portfolio

Steps to create a portfolio.

Portfolio >

Procedure

1. In the Create Portfolio dialog:
   1. Enter a unique portfolio name.
   2. Indicate the Portfolio Type: static or dynamic. Note that once you establish the type you cannot change it.
   3. Click Create.
2. Apply filter criteria as necessary.
3. If you add a new filter or update existing filter criteria be sure to click Apply Filter.
4. When necessary, use the Column Chooser to hide or make visible, columns in the Master Portfolio list.
5. To swap orientation of the panes click . This is strictly a preference.
6. Select companies from the Master Portfolio list to add to your portfolio; use the toggles to the left of company name.
7. Click Add to Portfolio to populate your portfolio (below the Master Portfolio) with those companies selected in the Master Portfolio list. Remember that a dynamic portfolio includes treaties that meet the filter criteria so the list of companies included in your portfolio may change automatically over time.
8. When necessary, use the Column chooser to hide or make visible, columns in your portfolio list.
9. Click to save your changes.
10. Click the Home tab to return to the list of portfolios.