ALPHABETIC LISTING OF FUNDS

[robert1]

Mark,
When I add a new fund, it doesn't automatically alphabetize itself into the existing list. Is there a function in FM that I can utilize to accomplish this?

[Mark]

Hi robert1,

What window are you viewing your list of funds in? If it is a report, use "Sort", and select to sort by the Investment column. If it is the Portfolio Editor window, click on the "Name" column header, and the list will be sorted by name. You can sort the data by any displayed column by just clicking on that column's header. Toggle ascending/descending by clicking on the column header again.