Importing Portfolios

The Import Portfolios option on the File menu allows you to import a file that is in XML format.

To import a portfolio, click on the File menu, and then select Import Portfolios.
 


Locate and select a file that you would like to import from your hard drive. Once you have located the file, click 'OK'. The imported portfolio will now appear as a new portfolio in your Portfolio Manager.



You can now select the newly imported portfolio from the drop-down menu highlighted below.