Right-Click Symbol Menu
Right-Click on a Symbol in your Portfolio and a selection of options will appear. You can then access the options listed below.
- Access Trading (only for users set up for Trading)
- Add a Row to your Portfolio
- Add, Edit or Remove a Symbol
- Add, Edit or Remove a Heading
- View a Detailed Quote or Company Research area of that particular Symbol
- Access printable Tear Sheets for that Symbol
- Propagate that Symbol to other Modules that are currently open
- Access the Main Portfolio Editor.