
How
do I
display only the funds of a Portfolio
in Database view?
In order to
display only the funds of a portfolio you have created in database view simply
choose the name of that portfolio from the “Filters” drop-down list (located at
the top middle of the database view screen). The Expert will then only display
the funds in that portfolio. To return to viewing the entire database, choose
“All records” from the same drop-down list.