Change how the Portfolio Manager groups
- Go to the Portfolio Manager.
- In the Group by list (at the top of the
Portfolio Manager), click a category.
- To create accounts or edit investments, investments must be
grouped by account.
- To quickly reorder your investments within groups, click the
column heading you want to sort by. Click the heading again to
reverse the sort order.
- To learn the definition of a column, rest your mouse pointer on
the column heading label.