Organizing portfolios
You can organize portfolios by placing them in folders. You can organize portfolios by owner, holding institution, investment goal, or any other criteria you find useful. A folder can also contain other folders. You can change the organization of portfolios and folders by moving and copying them to other locations at any time.
Folders and portfolios are shown in the TakeStock Explorer.
See also:
- Creating a folder
- Moving a portfolio to a folder
- Copying a portfolio
- Viewing a folder
- Printing a folder
- Renaming a folder
- Moving a folder
- Deleting a folder
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