Portfolios are a group of stocks. A portfolio can contain many stocks. A stock can be part of many Portfolios.

The default Portfolio, selectable by clicking the check mark, is the one displayed in the
command panel.

This panel is accessible through the main menu or by pressing the key “P”.

To change the name of a portfolio, just double click on the name and type the new name.

To add or remove one or several stocks from a portfolio, select them and either use the directional arrows between tables or simply drag them to the content list, or the main list to remove.

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When you select the “Favorites” portfolio, command panel filter the number of stocks:

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