Rename And Manage Existing Portfolios On 2024

How to Rename and Manage Existing Portfolios on PTS Primo Charts - Step-by-Step Guide

Learn how to efficiently manage and rename existing portfolios on PTS Primo Charts with this step-by-step tutorial. Avoid common errors by following the provided instructions.

This video tutorial is about managing existing portfolios on PTS Primo Charts.
The tutorial covers how to change the name of existing portfolios and provides step-by-step instructions.
It emphasizes the importance of closing a portfolio before making changes to avoid errors.

This tutorial video, titled "How To Manage Existing Portfolios on PTS Primo Charts," focuses on guiding viewers through the process of managing and renaming existing portfolios. The tutorial demonstrates how to change the name of an existing portfolio and emphasizes the importance of closing the portfolio before making any modifications to avoid errors. Below are the key points from the video

Managing Existing Portfolios The video begins by introducing the topic of managing existing portfolios on PTS Primo Charts. It is highlighted that viewers can either delete or change the name of the existing portfolios.
Portfolio Manager Overview The presenter demonstrates the use of the Portfolio Manager in the example. Two specific portfolios are mentioned a general portfolio manager and a forex portfolio manager named "currency pairs." The focus is on managing the forex portfolio.
Accessing the Portfolio Manager To manage existing portfolios, the video instructs viewers to access the portfolio manager by clicking on the icon represented by the letter "P." A dropdown menu appears, displaying existing portfolios below a grey line.
The Importance of Closing Portfolios A key point emphasized in the tutorial is the need to close a portfolio before attempting to manage it. Failing to do so may result in error messages, making it crucial to ensure the portfolio is closed before any modifications.
Step-by-Step Guide The video then proceeds with a step-by-step guide for managing an existing portfolio. In the forex example, the presenter ensures that the symbols on the list are saved before closing the tab and the portfolio manager.
Editing Portfolio Name After closing the portfolio, the presenter accesses the portfolio manager again and selects the "manage portfolio" option. The video provides guidance on how to edit the portfolio's name, including the steps to click "ok" to confirm the changes.
Completing the Process The video concludes by highlighting that the portfolio has now been renamed, and the new name is "currencies."

In summary, this video tutorial offers a clear and concise explanation of how to manage existing portfolios on PTS Primo Charts. It underscores the importance of closing portfolios before making changes to avoid potential issues and provides a user-friendly, step-by-step guide for viewers to follow.

Overall, this tutorial provides a valuable resource for individuals seeking to efficiently manage and rename portfolios on the PTS Primo Charts platform. Following these instructions will help users avoid common errors and navigate the process with ease.

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