How
do I
display only the securities in a Portfolio
in Database view?
In order to
display only the securities of a portfolio you have created in Database view simply
choose the name of that portfolio from the “Filters” drop-down list (located at
the top middle of the Database view screen). The Expert will then only display
the securities in that portfolio. To return to viewing the entire database, choose
“All records” from the same drop-down list.