How do I set my dataset as the default view when I open a portfolio?
To save your own data point set to default for a portfolio you must first go into the portfolio and click Tools>Settings>Set Default View. Scroll through and find your custom data set. Please note, this will only be applicable for that particular portfolio.
To change the data points in an investment list you will need to go into the investment list click on the View Drop Down Box and select “My Data Set”. Chose the data set and click “OK”. Once this is done click “Save” to keep that data set as a default for that investment list