Portfolios Menu | 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, itself, have sub-Folders

The default Portfolio, is used to limit the number of stocks displayed in menus, also, once selected, < and > next and previous stocks shortcuts, cycle through the stocks in the default portfolio only.

You can Add, Rename or Remove a portfolio using the small Tools button at the bottom of the menu. You can also easily rename a portfolio just double clicking on it.

Right-click on a stock or on a portfolio to explore the various context menus

To add several stocks to a portfolio, select them from the “All” portfolio and drag them to the desired target portfolio. You can select as many stocks as you want using Shift-Click or Command-Click.

Once you have selected stocks to move to a new portfolio, you can either drag them to a new Portfolio, or show a popup context menu with more options, as shown in the screens below.

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Pressing the wrench icon, at the bottom of the screen, open a generic menu

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Finally, you can collapse the menu by dragging the divider to the extreme left, or using the menu View, Hide Left Menu.

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