Add an option to the FILE menu to allow for "Add to a Portfolio"
When completing a study that we want to add to an existing portfolio or watch list, it would be helpful (and simpler) if the user could do that directly from the study, instead of having to return to the list of portfolios and then edit the portfolio to add the stock.
3
votes
Herb Barnett
shared this idea
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Herb Barnett
commented
The simplest solution would probably be to change FILE/SAVE TO MY STUDIES to a drop-down pick list that would include MY STUDIES plus all portfolios the user has set up.