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Sorting Symbols in a Portfolio


rikesh82

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I accidentally clicked the "Symbol" button on my Portfolio and it rightfully sorted the list alphabetically. The problem is that I had a couple gold symbols, energy symbols, and tech symbols that are easier to follow grouped together. Right now I have clicked on a random unpopulated category ("Rho" in this case), which is allowing me to resort my symbols the way I want them.

 

Is there a better way to do this?

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1) Turning off sorting - You sort in one direction by clicking on a column header once, reverse direction by clicking again and turn off by clicking the 3rd time. I just realized that I forgot to add the "turn off sorting" option to the column header right click. will do

 

2) Grouping - you can add a group separator by adding a symbol starting with --- to the portfolio, or just --- as the symbol.  That will add a separator/sub-total row and sorting will be done within the group.

 

Jerry

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