Create, edit, or delete custom list views

From your "My Portfolios" page you can create, edit, reorder columns, and delete custom views that display information you choose. Custom lists can include estimates, fundamentals, portfolio data, and more. You can create multiple custom views which are shared by all lists in your account so you don't need to recreate them for each list.

Create a custom view

  1. Click Custom View.
  2. Enter a name in the "View Name" field.
  3. Select data to display (select up to 15 fields).
  4. Click Save.

Edit a custom view

  1. Click the custom view you want to edit.
  2. Click Edit View.
  3. Select or deselect data to display (select up to 15 fields).
  4. Click Save.

Reorder columns in a custom view

  1. Click the custom view you want to edit column order in.
  2. Click Edit View.
  3. Under "Reorder Columns" on the right side of the edit view page, drag and drop the column headings into the order you'd like.
    - The descending order of the columns determines the order from left to right.
  4. Click Save.

Delete a custom view

  1. Click the custom view you want to edit.
  2. Click Delete View.
  3. Click Confirm.