Portfolio Pop-up Menu
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Right-click any row in the Portfolio panel to display a pop-up menu that is very similar to the Portfolio menu. Although the order is different and the wording may vary you'll find it has the same features as the Portfolio menu, with the addition of a couple more.


·Insert File/Files(add new series to your new or existing portfolio)  
·Edit file settings (change the properties of a portfolio item)  
·Rewrite file immediately (write an export format file to disk now)  
·Rewrite file on next distribution (write an export format file to disk later)  
·Delete File and Settings (remove an item from portfolio)  
·Chart Series (display as UA chart)  

·Create a new portfolio  
·Edit portfolio settings  
·Copy portfolio settings to a new portfolio  
·Copy portfolio to new portfolio  
·Delete portfolio and files  
·Import Portfolio  
·Export portfolio  

·Minimize Portfolio Manager  
·Restore Portfolio Manager  
·Maximize Portfolio Manager  
·Hide Column  

·Find in Portfolio (use to locate a series on your portfolio list  
·Select All Visible (select those items you can see for next action)  
·Print File List (to make a hard copy listing of the selected portfolio)  
·Reset Column Widths and Placement  

·Change Format (choose between chart, ASCII, MS, CSIM and CSI)  
·Change Period (make file/chart Daily, Weekly or Monthly intervals)  

·Enable/Disable Portfolios  
·File Properties (view and edit specifications for the selected item)  

Each of these features is described here in the Portfolio chapter.