Tagging Records

Selecting multiple records, or 'tagging' them, allows the user to easily view multiple graphs, perform QuickTests or add the selected records to a WatchList or a QuickFolio.

 

Tagging a Single Stock, Industry or Business Sector:

  1. Open any Viewer Grid. (Stock, Industry, Sector, WatchLists, Unisearch, and Portfolios use Viewer Grids to display information.)

  2. Left-click on the stock, sector, or industry of your choice. This will 'tag' only the record selected.

 

Tagging Sequential Stocks, Industries or Sectors:

  1. Open any Viewer Grid. (Stock, Industry, Sector, WatchLists, Unisearch, and Portfolios use Viewer Grids to display information.)

  2. Left-click on the first stock, sector, or industry you would like to appear in the series.

  3. Hold down the Shift key on the keyboard and left-click on the last record you would like to appear in the series. This will select all rows between the first and last record clicked.

 

Tagging Non-Sequential Stocks, Industries or Sectors:

  1. Open any Viewer Grid. (Stock, Industry, Sector, WatchLists, Unisearch, and Portfolios use Viewer Grids to display information.)

  2. Left-click on the stock, sector, or industry of your choice.

  3. Hold down the Control Key (Ctrl) on your keyboard and left-click on another stock, industry, or sector.

  4. Repeat step 3 until you have finished making your selections.

 

Once the records have been selected, the following actions may be performed:

 

View Multiple Graphs of your selections.

Click "Graph Selected" on the local toolbar (if "Graph Selected" is not already displayed on the Local Toolbar, click the drop down arrow next to the Graphing Selection to choose it).

OR

Right-click on any of the highlighted records and select View Stock Graph, Industry Graph, or Sector Graph.

 

Perform a QuickTest of the selected records. 

Click "QuickTest Selected" on the local toolbar (if "QuickTest Selected" is not already displayed on the Local Toolbar, click the drop down arrow next to the QuickTest Selection to choose it).

OR

Right-click on any of the highlighted records, and select QuickTest from the Options Menu that appears.

 

Add your selections to a QuickFolio (stock selections only).

Right-click on any of the highlighted records, and select QuickFolio from the Options Menu that appears.

 

Add your selections to a WatchList (stock selections only).

Drag your stock selections from the viewer and drop them into the WatchList of your choice. The Watchlist must be visible in the Viewer Directory. This function is only available for stock selections.

 

Create a new WatchList from your selections (stock selections only).  

Make your selections, right click on the viewer grid and select "Add To Watchlist", Follow the steps for creating a new WatchList.