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Create instruments from Screener as new portfolio

You can create instruments selected from a results list as a new portfolio and open it in a "Portfolio" widget.

To do this, follow these steps:

  1. Open the results list by clicking the results arrow of the corresponding screen.
  2. In the results list, select the instruments that you want to export.
  3. In the "Selected" drop-down list, select "Add to portfolio". Then, enter a name for the new portfolio in the "Add to new..." area.
  4. Select the portfolio currency.

  5. Click the "Add to portfolio" button.

    The new portfolio is created with the new name and opens in the "Portfolio" widget, where you can edit it.



Instruments added from the Screener are indicated by the text "Added from screener".

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