Located on the main menu, the Favorites option provides quick access to Investment Lists, Searches, and Universes that have been saved as favorites. You can also add or delete favorites from your list through this menu option.
Click the Add to Favorites option to make previously saved Investment Lists or Searches, or selected Universes quickly accessible from the Favorites menu.
Click the drop-down menu for Type, and select from Investment Lists, Searches, or Universes.
Click on a record to select it from the Available Records section. Note: Multiple records can be selected by holding down the Ctrl key and clicking each record you want to add; or, select the entire list by clicking the first record in the series, hold down the Shift key, and then click the last record in the series.
Click the Add button to move your selections to the Selected Records section.
Click OK to finish.
The records you added to your favorites are now available from the Favorites menu under their respective type.
Click the Delete Favorites option to remove previously added favorites from their respective type.
Click the drop-down menu for Type to view the Available Records saved to that category.
Click on a record to select it from the list. Note: Multiple records can be selected by holding down the Ctrl key and clicking each record you want to add; or, select the entire list by clicking the first record in the series, hold down the Shift key, and then click the last record in the series.
Click the Remove button to delete the favorite from the list. Note: Deleting the favorite from this list does not delete it from the system.
Click OK to finish.