File Menu

This is where you’ll find all of PortfolioTK’s general actions.

• Open Account: Will open a previously saved portfolio account with month ending values and trades.
• New Account: Will create a new portfolio account to enter month ending values and trades.
• Preferences: Will bring up the preferences dialog so you can change various aspects of how the program functions.
• Save Account: Will display a save dialog asking where you would like to save the current open
  account, as well as, the name you would like to save it as.
• Clear: This will clear either your month ending account values in the Equity Charts tab or your trades in the Trades tab. This option is useful when you do not feel like creating a new account and just want to put in fresh values.
  • Account Values: Delete all entered monthly account values in the Equity Charts tab but leaves the initial “From” date.
  • Trade List: Delete all entered trades in the Trades tab.
• Quit: Exit the application