Manage Custom Symbol Lists
The Manage Symbol Lists dialog lets you create and/or modify custom symbols lists in Portfolio Maestro. The symbol list names appear on the left side of the dialog and the contents of a selected list on the right.
Accessed using the Tools > Manage Custom Symbol Lists main menu sequence or from the Create/Manage button of the Insert Symbol List dialog.
Create - Creates a new custom symbol list name or open data source symbol list name.
Rename - Allows you to enter a new name for a specified list.
Delete - Lets you delete a specified list from a custom symbol list or open data source symbol list.
Lookup - Accesses the Symbol Lookup dialog where you can search for a symbol by entering a partial or complete description under the appropriate asset tab. For example under Stocks, type Microsoft to find the equities and options symbols having 'Microsoft' in their description.
Insert from a List - Used to add all of the symbols from an existing symbol list to the end of the symbol list being created or edited.
Remove - Deletes the highlighted symbol from the symbol list being created or edited.