OmniVest Forum - OmniVest Technical Support New User of Portfolio Wizard

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BenQ Posts: 2 Joined: 7/1/2018 Location: Kent, WA User Profile	Subject : New User of Portfolio Wizard Posted : 7/5/2018 8:31 PM Post #37125 I'm new to Portfolio Wizard. Can you tell me what the UI elements in the attach image are used for. I know you can sort the columns, but what are the text input fields for, the "Apply" button and "Clear button. I thought you could enter a " > 10 " i.e. value for CAR and the list would display only those rows. But that doesn't seem to work. Thank you Attached file : PortfolioWizard-UI.PNG (45KB - 353 downloads)
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Craig Hardy Posts: 1 Joined: 10/11/2012 Location: Columbus, OH User Profile	Subject : RE: New User of Portfolio Wizard Posted : 7/6/2018 3:18 PM Post #37126 - In reply to #37125 Hi Ben, You are suposed to be able to sort and enter criteria vaules like ">10" for CAR but it appears that its currently not working in Portfolio Wizard. If you go to the Strategy Libray from the TOOLS menu it does still work there. I have reported the issue to our developers. Thanks! Nathan Dunham

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