Find a Portfolio
For information on searching for a portfolio refer to Unifier General User Guide for details.
Sort a Portfolio
You can sort the portfolio log by portfolio name into ascending or descending alphanumeric order. To do so, click the triangle icon on the right side of the Portfolio Name column.
Delete a Portfolio
- Open the Portfolio Manager log.
- Select the portfolio(s) you want to delete.
- On the toolbar, click the Delete button.