Adding Strategy Groups to a Portfolio
- To add a strategy group to a portfolio, click the Manage Portfolios icon from the Shortcut Bar.
- Select the desired portfolio from the Portfolio panel.
- Click the Add Strategy Group button. The Add Strategy Group dialog displays the strategy groups available to add to the selected portfolio. For more information, see Adding Strategies to a Strategy Group.
- Click the
to expand the view to see the
strategies and symbol lists associated with the selected strategy
group. - Click OK when finished. The strategy group structure is displayed in the Portfolio contents window.
Strategy groups that are added to a portfolio are applied in the order of priority. The sequence in which the strategy groups are shown on the screen indicates this priority; the strategy group shown first has a higher priority than the second, etc. To change the sort order of the strategy groups, use the up/down arrows.
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