Find, Sort, and Delete a Portfolio

Find a Portfolio

For information on searching for a portfolio, see the Unifier General User Guide.

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

  1. Open the Portfolio Manager log.
  2. Select the portfolio(s) you want to delete.
  3. On the toolbar, click the Delete button.

Last Published Monday, August 28, 2023