Investment portfolio's are very important in configuring the posting options in enPortfolio.At least one portfolio must be set up for a client even if you do not wish to post by portfolio. The portfolio screen is shown below.
To add a portfolio the user can press the add button and then enter a portfolio code and name then click ok.
To edit a portfolio name the user can select the portfolio from the list and press the edit button.
To delete a portfolio the user can select the portfolio from the list and then press the delete button.