Create new folders
You can get a good overview of securities by grouping different types of securities together. There are three ways to do this in the Infront Portfolio Manager:
- The summary of securities in a manually created folder.
- The automatic grouping of securities via filters.
- The short-term grouping of securities (or other objects) in the filing system.
Some folders are already created in the Infront Portfolio Manager. The creation of a new folder is explained below.
- Right-click on the folder under which you want to create a new folder.
- In the context menu of this folder, select the command NEW, FOLDER and assign a name for the folder in the dialog box that appears and confirm this with "OK". The new folder is automatically created with the selected name.
- To change the name of the folder, highlight the name and select the RENAME command in the context menu.