How do I save items to a new portfolio?
If you have excluded items from summaries or from a portfolio while using portfolio planning, you have the ability to save the remaining items as a new portfolio. This article describes how to save items to a new portfolio.
2. Exclude Items
- Exclude items from from summaries or from the portfolio.
3. Save As New Portfolio
4. Enter Portfolio Information
5. View Portfolio
- View newly created portfolio. The items that were excluded in the original portfolio are not part of the new portfolio.