Change how the Portfolio Manager sorts
investments and accounts
- Go to the Portfolio Manager.
- In the left pane, under Common tasks, point to
Change portfolio view, and then click
Customize current view.
- On the Sorting tab, click a category to sort
The other tabs on this dialog box provide additional ways of
organizing your portfolio data.
- 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.