Finding Specific Items

As the number of items in a portfolio increases, it becomes necessary to locate each item in a more efficient manner than manually searching through all of them. The Selected Item drop-down list in the Map Tools Info panel, enables you to quickly select the item you are looking for from a list of items shown in the map.

To find a specific item:

  1. Click the Selected Item field drop-down arrow to view the list of items for the current portfolio.
  2. Select an item from the list. The selected item is identified within the investor map, and its values for the four map categories are displayed in the information area.

Related Topics

Working with the Investor Map

Viewing Items

Accessing the Item Menu



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Last Published Thursday, July 9, 2020