The PCA for Windows Online Manual

How to Create a New Portfolio in PCA for Windows

To Create NEW Portfolio in the PCA, go to the "Your Portfolio" Tab on the Left Navigation and select Portfolio explorer from the links.

From the Portfolio explorer screen you select the "Create New Portfolio" button and you will see the dialog box below.

Simply name the New Portfolio and be sure to select the start date if different from the default date. Todays date will be the default start date. When you have done that, select the "ADD" button and the new portfolio should appear in the grid box.

You can select a portfolio in the grid box and the settings for that portfolio will appear in the "live cells" then you can make changes and select the "Update" button. You should see the changes in the grid box. When you are finished just click "Finished".

You can delete a portfolio in this dialog box as well, be sure to delete all holdings from the portfolio first.

To Delete a holding from a portfolio select it into the equity manager screen and select the delete this holding Button

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