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OmniVest User Forums OmniVest Technical Support New User of Portfolio Wizard		Last Activity 5/11/2023 2:59 AM 1 replies, 856 viewings

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BenQ

New User

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 - 277 downloads)

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Craig Hardy

New User

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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