How to combine two or more Securities Groups of tagged records

The most efficient way to combine two or more securities groups of tagged records is to use the Filtering environment.

1) Click on “Menu > Database > Filter the Database…” and add each securities group as a condition. The second and subsequent conditions should be “OR” conditions which is the default. Then click on “Run Filter” and the funds in all the included securities groups will be displayed.

2) Click on “Menu > Database > Tag All Records” and then click “Menu > Database > Save Tagged Records to Securities Group...” to save the combined securities group under a new name.