SDX Interest Rates Help > Working with SDX Interest Rates > Working in the Portfolio Management Window > Understanding the Buttons & Fields in the Portfolio Management Window

Understanding the Buttons & Fields in the Portfolio Management Window

The Portfolio Management window (see Working in the Portfolio Management Window) includes the following buttons:

Button

Description

Cut

Copies the selected portfolio in the Name area into memory and simultaneously deletes the portfolio from its current location.

Copy

Copies the portfolio in the Name area into memory. The original portfolio remains in its current location.

Paste

Pastes the portfolio currently in memory into the folder selected in the Folders area.

Delete

Deletes the portfolio selected in the Name area.

If no portfolio is selected in the Name area, the folder selected in the Folders area is deleted.

Note: Only user-defined portfolios and folders can be deleted.

Rename

Lets you rename the selected folder or portfolio.

Note: Only user-defined portfolios and folders can be renamed.

New Folder

Lets you create a new subfolder in the folder selected in the Folders area.

Open with Formulas

Opens the portfolio with any formulas previously defined for it.

If you uncheck this checkbox, for any field that has a formula defined, the formula is disabled and the field is instead populated with the absolute values at the time it was saved. This setting is necessary if you want to revalue an existing portfolio as of today.

Note: This action does not remove the formulas from the portfolio saved in the system, just from the version of the portfolio that is opened in the Portfolio page. So if you open a portfolio with the formulas de-activated and you may want to open it again in the future with its formulas, make sure that you do not save over the original portfolio. That is, if you save the version of the portfolio with the formulas de-activated, make sure to save it under a different name.
* This checkbox is only displayed if you opened this window by clicking the Open button.

Open with Saved Market Rates

Opens the portfolio with the market rates that were saved when it was created.

If you do not check this checkbox, the current rates are used.

* This checkbox is only displayed if you opened this window by clicking the Open button.

Open

Opens the selected portfolio in the Portfolio page.

* This button is only displayed if you opened this window by clicking the Open button.

Open Horizontally

Opens the selected portfolio in the Portfolio page in a horizontal format.

For more information see Changing the Portfolio’s Orientation Between Vertical and Horizontal.

* This button is only displayed if you opened this window by clicking the Open button.

Cancel

Closes the Portfolio Management window.