Dumb Newbie Question

[pdgood]

I bought your software last year around mid December and have been slowly learning how powerful it is!

Can you tell me how to re-order the investments inside the list of the Portfolio Editor?

Thanks in advance,
pdg

[Mark]

Hi pdg,

You can sort the list view of the Portfolio Editor by any displayed column. Just click on that column's header to sort by that column. Click it again to toggle between ascending/descending sorting. You'll notice the column controlling the sort order will have a small up/down arrow, indicating that it is the sort column and whether it is sorting ascending or descending.

You can't explicitly order the investments in the Portfolio Editor list view, but you can sort them by any displayed field, such as name.