PortfolioXpert:Portfolios

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Contents


Creating a New Portfolio

Movie.jpg Creating a Portfolio video tutorial


Creating a new portfolio is done using the Create New Portfolio Wizard. To launch the wizard go to File Menu → New Portfolio (see first screenshot below) or click the New Portfolio button located in the upper right-hand side of the Portfolio List view (see second screenshot below).

Create portfolio file menu.png

Create portfolio portfolio button.png


Editing a Portfolio

Editing a portfolio, just like when creating a new portfolio, is done using a wizard. The portfolio editing wizard is launched by going to the Edit Menu → Portfolio (see first screenshot below) or by right-mouse clicking on a portfolio and selecting Edit Portfolio from the list (see second screenshot below). Refer to the Creating a Portfolio video tutorial for a more detailed explanation of the steps involved in both creating and editing a portfolio.

Edit portfolio edit menu.png

Edit portfolio right mouse menu.png


Changing a Portfolio's Unique Identifier (UUID)

A Unique Identifier, or UUID, is automatically generated and assigned to each user-created portfolio during the portfolio creation process and is subsequently needed when Subscribing to User Portfolios. Unique Identifiers can be changed by the portfolio's creator at any time by editing the portfolio and clicking the Generate New ID button contained in the Name Your Portfolio step.

Change portfolio uuid.png


Cloning a Portfolio

Portfolios can be cloned either as an exact copy or as a Buy Hold copy. This is done by right mouse clicking on the portfolio you would like to clone and selecting either Clone Portfolio or Clone Portfolio as Buy Hold from the right mouse click menu (see first screenshot below). You can enter a new name for the portfolio clone in the text field or just go with the automatic naming system which adds "-- Clone" or "-- Buy Hold" after the portfolio name. Lastly, click the Finish button to save the portfolio clone (see second screenshot below). Your newly created portfolio clone will now be listed with your other portfolios in the Portfolio List view.

Clone portfolio.png

Clone portfolio name.png


Deleting a Portfolio

Deleting a portfolio is done by selecting the portfolio(s) to be deleted from the Portfolios List view, making sure to hold down the CTRL button when making multiple selections, and then by clicking the Delete Portfolio(s) button located in the upper right-hand side of the view (see first screenshot below) or by right-mouse clicking on a portfolio and selecting Delete Portfolio(s) from the right mouse click menu (see second screenshot below).

★★★ Be aware that once a portfolio has been deleted it cannot be retrieved. ★★★

Delete portfolio.png

Delete portfolio right mouse menu.png


Reverting a Portfolio

To revert a portfolio back to a prior revision launch the Portfolio Revisions window by going to the Edit Menu → Revert Portfolio (see first screenshot below) or by right-mouse clicking on a portfolio and selecting Revert Portfolio from the right mouse click menu (see second screenshot below).

Revert portfolio edit menu.png

Revert portfolio right mouse menu.png


With the Portfolio Revisions window open, click the arrow to the left of a portfolio's name to display the revisions available for that portfolio. Select the desired revision and then click the Revert to Selected Revision button (see first screenshot below). In the newly opened Revert Portfolio window click the Yes button to confirm the change. Lastly, click the Finish button in the Portfolio Revisions window to save and implement the change (see second screenshot below).

Select portfolio revision.png

Confirm portfolio revision.png


Allocating a Portfolio

Allocating a portfolio is done by selecting the portfolio(s) to be allocated from the Portfolios List view, making sure to hold down the CTRL button when making multiple selections, and then by right-mouse clicking on a portfolio and selecting Allocate Portfolio(s) from the right mouse click menu (see screenshot below).

Allocate portfolio.png


Subscribing to Premier Portfolios and User Portfolios

Movie.jpg Premier / User Portfolio Subscriptions video tutorial


Subscribing to Premier Portfolios and User Portfolios is done by going to the Edit Menu → Portfolio Subscriptions (see screenshot below).

Portfolio subscriptions.png


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