How do I create a Securities Group of tagged records? (Handy for funds that you view on a regular basis)
1) In any Database view (tabular view), tag the records that you wish to include in the Securities Group.
2) Click on "Menu > Database > Save Tagged Records to Securities Group...’. A dialog box appears that allows you to name your new Securities Group.
3) Enter a unique name for the Securities Group and select OK. Your Securities Group is now saved and can be easily retrieved from the "Filters" drop-down list that appears above the column names in any Database view.