Multiple User Portfolios

Jan. 11, 2012

We've recently expanded user portfolio sizes from 250 to 500 bonds. To make managing all these positions easier, we've enabled multiple portfolios for each user. The number of portfolios per user is unlimited. A new portfolio is designated by tagging an existing bond. To add a new tag, or edit an existing tag, just click on the tag link next to the bond in question. See circled area in screenshot below. When you've tagged at least one position, a drop down box will appear at the top of your portfolio page allowing you to choose which subset of bonds to view. The drop down box is shown below as well. A bond can have more than one tag. i.e. can belong to more than one subset

full portfolio view with sub-portfolios show

Screenshot of dialog box to add, or edit tags for a bond:

form to edit tags