Editing a Portfolio
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To edit a portfolio, click the Manage Portfolios icon from the Shortcut Bar.
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Select the desired portfolio from the Selections panel. The highlighted portfolio is displayed in the Contents panel.
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From the Contents panel:
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To add a strategy group, click the Add Strategy Group button.
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To remove a strategy group, click the Remove Strategy Group button.
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To change the sort order, click the Up/Down arrows to change the sort criteria.
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To edit the Portfolio settings, click the Portfolio Settings button. The Portfolio Settings dialog is displayed.
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To change a constraint, click the Constraints tab. For more information, see Portfolio Constraints.
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To change a portfolio stop, click the Portfolio Stop tab. For more information, see Portfolio Stops.
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To change the currency for the backtest results, click the General tab. For more information, see Portfolio General.
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Click OK when finished.