Portfolios | Mastock Help

Portfolios are a group of stocks. A portfolio can contain many stocks. A stock can be part of many Portfolios.

A portfolio can contain sub-Folders or sub-Portfolios.

This panel is accessible through the main menu or by pressing the key “P”.

You can also entirely manage your portfolios using the
portfolio menu on the left side of the main screen.

To change the name of a portfolio, just double click on the name and type the new name.

To add a portfolio, press +. To add a subfolder to an existing portfolio, select it and press "subfolder".

To add or remove one or several stocks from a portfolio, select them and either use the directional arrows between tables or simply drag them to the content list, or the main list to remove.

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