Report Tips & Tricks #5

Export Report equities into a Stock List

The Report feature provides access to large selection of stocks based on various performance criteria. The stocks selected for some Reports change daily while others change on a weekly basis. To preserve the stock selection of a Report, simply drag-and-drop the contents into a Stock List. Use the following guidelines in performing this task:

  • Open a Report (size the window so that it does not take up the entire screen).
  • Create or open a Stock List and place it near the Report window.
  • While holding down the Ctrl key, click and hold down the left-mouse button on any stock in the Report Window.
  • With the Ctrl key and mouse button depressed, drag the cursor from the Report window to the Stock List window (your cursor will look like tiled graphs).
  • Release the Ctrl Key and mouse button
  • Click "Yes" to merge the Report with the Stock List.
  • The Stock List will now have all the equities contained in the Report.

Please write to us if you need additional information on this or other topics.

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