Change the way columns display in the Portfolio Manager

You can control the information you see in the Portfolio Manager by selecting and customizing different views. A view is an arrangement of columns containing supporting data about your investments; each view is designed to help you evaluate a particular investment aspect, such as performance. The Portfolio Manager has several built-in views. You can create a custom view by adding, removing, or rearranging columns in one of the built-in views.

Please click one:

Add, remove, or rearrange columns

Choose a different view

Edit a view you've already customized

Rename or delete a custom view

Go to the Portfolio Manager.
In the Select view list, click the view you want to customize.
In the Select view list, click Customize current view.
On the Portfolio Columns tab, do one or more of the following:
- To add a column, in the Available Columns list, click a column name, and then click Add.
- To remove a column, in the Displayed Columns list, click a column name, and then click Remove.
- To change the order of the columns, in the Displayed Columns list, click a column name, and then click Move Up or Move Down.
To save these settings using the current view name, click Save. To save them under a new name, click Save As, and then enter a name.

Go to the Portfolio Manager.
In the Select view list, click a view.

Go to the Portfolio Manager.
In the Select view list, click the name of the view you want to edit.
In the Select view list, click Customize current view.
Make your changes.
To save these settings using the current view name, click Save. To save them under a new name, click Save As, and then enter a name.

Go to the Portfolio Manager.
In the Select view list, click Customize any view.
Click the view name, and then click Rename or Delete.

Tips

To adjust a column's width, drag the right edge of the column heading to the desired width.
To temporarily change the position of a column, drag the column heading to a new location.
To see a short description of a column's contents, pause your mouse pointer on the column heading. To see a longer description, in the Select view list, click Customize any view, click Change, and then click the Portfolio Columns tab. Click a column name to see the description in the Column Description box.

Tip

You can save a customized version of a built-in view. Click the view name, and then click Create New. Choose options on the tabs in the Custom View dialog box, click Save, and then type a name for the custom view.

Tips

If you don't see the columns that you want in an existing view, you can create a custom view. For more information, click Create a custom view above.
To quickly switch between predefined views, select a view from the View list at the top right of the Portfolio Manager.
To see a short description of a column's contents, pause your mouse pointer on the column heading.

Tip

To see a short description of a column's contents, pause your mouse pointer on the column heading.

Note

Use the other tabs in the Customize Portfolio View dialog box to make additional changes to the way you organize and display your investments in each view.