Right-Clicking within the Portfolio Area

Portfolios

Right-Clicking within the Portfolio Area

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Figure 7.9: Right-Clicking

After selecting an investment, right-clicking in the Portfolio area pops up a menu (see Figure 7.9) 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.

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