Add to Investment List

To add items to an investment list:

1. In the left navigation pane, click Research.  The Research area opens.

2. In the left-hand column, click Data Tables.

3. Click a data table. The data table opens in a new window.

4. Select investment(s) by clicking the check box to the left of the investment name(s).

5. On the Action menu, point to Add To, then Investment List.  The Add To dialog opens.

6. Select an investment list name from the list.

7. Click OK.  The dialog box closes and the investment is added to the list.