Portfolio Content › How to Manage Portfolio Content

How to Manage Portfolio Content

You can do the following to add and remove content from your portfolio:

• Include investments of a particular investment type to your portfolio.
• Build a power filter associated with a particular investment type.
• Add individual investments to your portfolio.

You can view a list of all the investments in your portfolio. Use the portfolio contents page to perform other portfolio tasks such as:

• Include and exclude investments.
• Update a list of Investments.
• Add and remove Individual investments.
• Build power filters to add investments.
• Clear power filters.
• Add roles to a portfolio.