Skip to main content
Skip table of contents

Add objects to the clipboard

In addition to the option just described of adding objects to the clipboard by clicking on the "Add objects" icon, there are other ways of doing this:

  • Select a folder object (e.g. folder, filter, owner, portfolio, group - folder objects are all objects that can in turn contain other objects) in the Explorer and select the COPY FOLDER TO NEW FOLDER command in the context menu.
  • Open the storage window via the "Storage view" icon in the Explorer toolbar and drag the objects from the Explorer to the storage opened in the evaluation area.
  • Switch to the folder view in Explorer (with <F2> or the ORDER VIEW command in the context menu of the Explorer objects).
    Select the desired objects there and drag them to the "File view" icon in the Explorer toolbar.
  • Select objects directly in a report, for example some securities in a securities list and drag them into an open file or select the command OPEN SELECTION FROM FILE in the context menu of the selected securities.

You will find some examples below.

The objects in the tray are not copies. Changes to the properties of securities or transactions for securities accounts also change the object in the Explorer.

Removing objects from the clipboard, on the other hand, does not delete the objects from the Explorer view.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.