Chapter 9 Funded Portfolio Builder
THOMSON REUTERS SPREADSHEET LINK - USER GUIDE
PAGE 118 OF 235
To import from a workbook that you have open, highlight the range of cells with the items for the import, select
Workbook Range in the Import Portfolio dialog, click
, confirm the range of cells or type =$
row number of the starting cell of the range
ow number of the final cell of the range
(for example =$A$1:$A$58), and click
To import from a saved file, select File, click
, select the appropriate file, and click Open.
If importing a range, select whether to include the header row or not.
If importing a list from a .txt file, select a file type
If selecting a delimited file type, select a delimiter and starting row.
If selecting a fixed width, select a starting row.
To edit your portfolio or watchlist, use the buttons on the toolbar to include items, exclude items, or update
identifiers, or click
to look up an identifier (see "Look Up Identifiers (Funded Portfolio Builder)" on page
To add or change the number of shares, double-click the cell in the Shares column in the row of the
appropriate identifier, and type the
number of shares
Select a Base Currency.
To save the imported portfolio, click the date of the portfolio under Holding Statements, click , and see Save
a Funded Portfolio or Watchlist (on page 117).
Save a Funded Portfolio or Watchlist
To save a funded portfolio or watchlist
After creating (see "Funded Portfolio Builder" on page 115) or importing (see "Import a Funded Portfolio" on
page 116) a funded portfolio or creating (see "Create a Watchlist" on page 118) or importing (see "Import a
Watchlist" on page 118) a watchlist, click .
In the Name box, type a
(50 characters maximum, alphanumeric characters or underscores only, no
To include a description, type it in the Description box.
To select a security setting, make a selection from the Security Level drop-down.
To save in a new folder, click New Folder, type a name, click the triangles to the left of the folders to navigate
to the location of the new folder, and click the folder in which you want to save the new folder.
To save in an existing folder, click the triangles to navigate to the location of the new folder, and click the
folder in which you want to save the portfolio.