Favorites provide convenient access to your most regularly used charts, investment lists, PDF report templates, performance reports, searches, and investment universes.
To create a new Favorite, find Favorites on the main menu bar, and select Add to Favorites. The Find Favorites dialog will launch. Use the Type dropdown to filter the choices. Select a single item or multiple items and click Add to populate the Selected Records area. Click OK to add the selected items to Favorites.
Additionally, you may right-click on the file name of any chart template, investment list, report template, performance report, search, or investment universe and select Add to Favorites to populate your list of favorites.
To access your favorites later, simply click Favorites in the main menu bar, scroll over the type of favorite you would like to access, and click on the file name to launch.
To delete items from your list of favorites, go to Favorites on the main menu bar, and select Delete Favorites. The Delete Favorites dialog will launch. Use the Type dropdown to filter the choices. Select a single item or multiple items and click Remove, then click OK to delete from your list of favorites. Clicking Remove All will remove all files of that type from Favorites.