TradeStation Portfolio Maestro

Editing a Portfolio

  1. To edit a portfolio, click the Manage Portfolios icon from the Shortcut Bar.

  2. Select the desired portfolio from the Selections panel. The highlighted portfolio is displayed in the Contents panel.

  3. From the Contents panel:

  4. To edit the Portfolio settings, click the Portfolio Settings button. The Portfolio Settings dialog is displayed.

  1. Click OK when finished.