Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Portfolio Management option, from Settings - Applications - Portfolios, allows you to manage your account application portfolios.

Table of Contents

This page will explain how to manage the account's application portfolios. 

Contents:

Table of Contents

To access the page, go to the drop-down menu on the top-right and select Application Management > Portfolio

Image Modified

Add a new portfolio

Click

...

Add and a new pop-up window

...

appears. This new screen is divided into three sections:

...

NameDescription
Group of portfolios

...

The name of the

...

portfolio group

...

Description

...

Description of the use

...

of this portfolio group

...

Portfolios

...

This field

...

allows you to enter new portfolio values in the

...

text box. Click

...

Add to create it. You can set identical values

...

for different portfolios.

...

Once a value is added, Delete will appear to delete it if needed.

 

Image Added

...

Edit a portfolio

...

To add new values to a portfolio group or remove existing ones

...

, open the drop-down menu on the right and select Edit .

Image Modified

Delete a portfolio

The Delete action allows you to delete a portfolio group.