Work with Portfolios

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Description:

The work with portfolios dialog allows you to view, create, edit, rename and delete portfolios.

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The button functions are as follows:

a Open

This will load and display the selected portfolio. The portfolio is simply a list of symbols, and the difference between the current value and the purchase price.

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Selecting the Add or Delete buttons from this dialog will bring up the Portfolio Item dialog. Here you enter the purchase price, go long or short, the symbol and the volume.

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a Cancel

Exits the dialog.

a New

Here you can create a new portfolio. Selecting this will bring up a series of dialogs. First you are asked for a name to call your new portfolio. The name must be unique, if not an error message will display. After that, the Portfolio dialog will appear where you can enter new portfolio items.

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a Edit

Opens the Portfolio dialog that allows you to edit the contents of the portfolio.

a Delete

Deletes the selected portfolio.

a Rename

This brings up a dialog that allows you to enter the new name of the selected portfolio.

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