•You can rearrange the symbols in your portfolio by grabbing the symbol and dropping it in another place.

 

•You can create sub-portfolios - or portfolio sub-groups - by separating them with --- (three dashes) symbol. Anything you put after the three dashes (like this: ---name) will become the sub-portfolio's name.

 

•Both portfolios and sub-portfolios can be collapsed with only their totals showing by clicking on the litte collapse icon next to the Sub-total or Total.

 

•When viewing a portfolio, you can press the key to delete the currently highlighted row.

 

•You can add symbols to the portfolio by pressing the key - or just start typing a symbol you want to add to the portfolio, and a dialogue box will pop up to complete typing the symbol or multiple symbols.