Add instruments from Screener to existing portfolio
You can add selected instruments of a results list to an existing portfolio. To do this, follow these steps:
- Open the results list by clicking the results arrow of the corresponding screen.
- In the results list, select the instruments that you want to export.
- From the "Selected" drop-down list, select the "Add to portfolio" command.
- Then select the relevant one from the list of your available portfolios
The selected securities are added to this portfolio.
Instruments added from the Screener are indicated by the text "Added from screener".