This dialog is available from the Investments / Order... menu command under the Graphs or any Report window
This dialog allows you to rearrange the order of the investments currently opened (called the "investment stack"). The top investment will be displayed in the upper left corner of the Graphs window when four or nine displays are being shown, and it will be the only investment displayed when one display is being shown. Investments can be ordered by drag/drop or by using the buttons:
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Top |
Moves the highlighted investment to the top of the stack |
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Bottom |
Moves the highlighted investment to the bottom of the stack |
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Move Up |
Moves the highlighted investment up one position in the stack |
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Move Down |
Moves the highlighted investment down one position in the stack |
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Tip: Use the mouse to drag/drop investments in the desired order |
In addition to rearranging the investment stack order, investments may also be opened or closed from within this dialog by using the "Open..." and "Close Inv." buttons.
The "Show Investments From All Portfolios" option controls whether all investments are listed for re-ordering, or only investments in the current sub-portfolio. There is only one investment stack. The stack is global, and not memorized on a sub-portfolio basis. When you order the investment stack and are only looking within a single sub-portfolio, the dialog is just filtering out the items in that sub-portfolio out of the whole stack. If you make changes, you are affecting the whole stack. If that investment you moved in the stack is used in other sub-portfolios, the other sub-portfolios will also have that investment moved in the stack.
See Keyboard and Mouse shortcuts for stack manipulation shortcuts.