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The Current Asset List Tab organizes all the securities currently included in the Portfolio Manager asset library. The table can be resorted on a specific column by left double-clicking a column header, or moved by using a single left-click of the mouse and then dragging the column to a new location. Some key features of this list include:
- Sorting the Master Asset List in either Ascending or Descending order by selecting the appropriate radial dial. The list will be resorted, based on the left column field, in either ascending or descending order. For example, a left double-click on the 'yield column' which will position this as the left hand column. You can then click on ascending or descending order.
- Filtering the Master Asset Library to show all securities in the current asset library, or filter by specific portfolio by clicking the drop down arrow to the right of the filter box, selecting the portfolio, and then selecting the Go! Button. This filtering ability will be useful if you referencing a month-end statement to update a specific portfolio's holdings.
- Internet Research: immediately access the Internet for free stock research and news. You can find fundamental variables, recent quotes, industry classifications, company news, and much more for the currently selected security.
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