Portfolios

After selecting an investment, right-clicking in the Portfolio area pops up a menu (see Figure 63.9) that offers the following options:

Edit opens the selected investment within the portfolio.

Duplicate creates a duplicate of the selected investment within the portfolio.

Delete removes the selected investment from the portfolio.

If you wish to perform one of these actions on a collection of investments, you must select a collection of investments (as described in the section Selecting Investments within a Portfolio) before right-clicking.