Instant portfolios or QuickFolios can be created from any search directly from the UniSearch Tab. You may also create both long or short portfolios using any of the searches in UniSearch from the Portfolios Tab.
Creating a QuickFolio from UniSearch:
Run the desired search.
Highlight, or tag, the stocks that will be added to the QuickFolio.
Right-click on the highlighted area to show the Options Menu.
Left-click on "QuickFolio".
Type a name for the QuickFolio, and make your selections for initial capital, margin, interest and purchase type.
Left-click "OK".
The new portfolio can be accessed by selecting the Portfolios tab.