Portfolio Content › Update a List of Investments

Update a List of Investments

Synchronizing an investment type verifies the following:

• Investments that you created and that meet the conditions of the power filter are also added as content in your portfolio.
• Investments that no longer meet the conditions of the power filter are removed from the portfolio.

Periodically rerun the power filter to bring the list of investments up to date. .

Follow these steps:

1. With the portfolio open, click Contents.

   The portfolio contents appear.

2. Select the checkbox next to included investment type, and click Synchronize.

   The synchronize matching investments page appears displaying the complete list of matching investments. Use this page to view the list of investments that now match the power filter before adding them as content to your portfolio