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How do I find this in my application? All I have showing in my app is File, Main, Static Data, Accounts, no Portfolio!
Portfolio Window!
Portfolio Window!
Your Help Documentation mentions Portfolio Window!
How do I find this in my application? All I have showing in my app is File, Main, Static Data, Accounts, no Portfolio!
How do I find this in my application? All I have showing in my app is File, Main, Static Data, Accounts, no Portfolio!
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Campbell
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Re: Portfolio Window!
If you right-click on the Accounts list, you can Add Portfolio instead of just a new account. When you open the portfolio you can then add investments to that portfolio.
NB, this is a Pro feature, so not available in Basic or Plus editions.
NB, this is a Pro feature, so not available in Basic or Plus editions.