How do I create a Pool of Tagged Funds (handy for funds that you view on a regular basis)?

1) In Database View tag the funds that you wish to include in the Fund Pool.

2) From the menu select ‘Database’ then ‘Memorize Tagged Funds’. The “Enter a Name for This Fund Pool” dialog box appears.

3) Enter a unique name for the Fund Pool and select OK. Your Fund Pool is now memorized and can be retrieved for future use.