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Portfolio Manager Help
Add a Folder
Certain places within Portfolio Manager (such as the Navigation Explorer pane) allow you to add a folder to organize information.
To add a folder
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Do one of the following:
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In the Navigation Explorer pane, click Buyers, Sellers, Investors, Purchases, Sales, or Samples.
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In the menu bar, click Tools > Options and then click the Portfolio Groups tab.
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Right-click a group or folder and then click Add > Add Folder.
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In the box, type over the default text with the folder name and then press Enter.