Editing data and columns in Portfolio
Learn how to add, remove, and arrange data points.
To control the data used to evaluate and monitor your portfolio and the order in which that data appears, select the Data & Columns icon.
A menu will appear that lets you select and deselect data points, as well as arrange columns in the order of your choice.
- The left panel displays data point groups.
- The middle panel shows the data points within each group.
- The right panel displays which data points will be shown in your view, and the order in which they’ll appear. You can drag and drop to arrange the columns according to your preferences.
If you'd like to save your preferences, create a custom view.