To find positions:


    1. Select the the Edit | Find menu item or press Ctrl + F.  The Find Positions window appears.

    2. The Find Positions window appears.



      • Enter the position's symbol, name or any other text you want to search for in the Search for box and click Find.  The results of the search are displayed.  Held positions are displayed in the the Held tab and sold positions in the the Sold tab.

      • To edit, delete, sell or unsell a position, select it and click the corresponding toolbar button.

      • To view the position in its containing portfolio, select it and click Go To Position.

      • To export the results of the search to a CSV (comma separated values) file, click Export View.

      • To view the search results as a single list, click View Single List.

      • To change the columns displayed in the search results, click Columns | Choose Columns.

      • To limit the summary to selected positions, select the positions and check the box Show summary for selected positions only.

      • To clear the search results, click Clear.


Note:

You can continue working in the main window while the Find Positions window is displayed.  To save space on your screen, minimize or close the Find Positions window.  The Find Positions window retains its information while the application is running.


Created with the Personal Edition of HelpNDoc: From Word to ePub or Kindle eBook: A Comprehensive Guide