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.