To change the appearance of a portfolio's snapshot view:


    1. Select the Tools | Options | Snapshots menu command.  The Snapshots Options window appears.



    2. Here you can select:

      • The columns displayed in the snapshot view.

      • Whether TakeStock 2 should confirm your intention to delete snapshots.

      • Whether TakeStock 2 should automatically take a snapshot of all portfolios that contain held positions when the database is refreshed (either manually by clicking Refresh or automatically if auto-refresh is enabled).

      • Whether only a day's most recent snapshot is kept.  This option is recommended, because it reduces unnecessary storage and makes the snapshot view load faster.


    1. Select the options you want and click OK to apply them.


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