The current portfolio is shown on the top left of the main window:
To change the portfolio, click on the box containing the portfolio as shown above. A drop-down menu appears, showing your other portfolios.
Use this menu to:
- rename the portfolio
- copy the portfolio
- delete the portfolio
- convert the portfolio (see details below)
- add notes (see details below)
- A model portfolio may be converted to a real portfolio. You will be prompted for the total value of the portfolio that should be used to convert the weights into number of shares.
- A real portfolio may be converted to a model portfolio. Note that as a result of the conversion, the 'number of shares' for each position will be discarded.
You may attach text notes to the porfolio. The first line of the notes is displayed in the portfolio directory list.