Import new alerts across all investment in a portfolio

[Ron Liu]

1. Is there a function or possibility to import a new alert like trailing stop to all investment in a sub-portfolio. It would save a lot of time.
2. Second question, how to find a symbol in Portfolio Editor such as "Find" function?

[Mark]

Hi Ron Liu,

1) Sorry, no, there isn't a feature to add an alert to all investments in a sub-portfolio. Maybe a future improvement.

2) There is no "Find" function for a symbol. If you're in the Portfolio Editor, you can sort the list view by symbol by clicking on that column's header. If you aren't sure which sub-portfolio it is in, you could also run a report at your top level, and filter by symbol. A find function like this might also be a good future improvement.