Working with your Favorites List in the Portfolio Page

A Favorites list is a convenient way to quickly access portfolios that you use a lot.

Once you have added portfolios to your Favorites list you can then access them in the Portfolio page via the Favorites button.

Clicking the Favorites button displays all the portfolios in your Favorites list. The last portfolio to be added is displayed at the top of the list.

The Favorites button is only enabled if you have already added at least one portfolio to your Favorites list.

You add portfolios to your Favorites list via the list of recently displayed portfolios (accessed by clicking the Recent button). For more information on this button and on how to add a recently displayed portfolio to your Favorites list click here.

Once you have accessed your Favorites list, you can then:

Load a favorite portfolio into the pricing page. You do this by simply clicking the portfolio.

Remove a portfolio from your Favorites list. You do this by clicking the Delete button next to the relevant portfolio.