Steps to Add/Remove the Instrument in Portfolio Summary - V7.3.3

Steps to Add/Remove the Instrument in Portfolio Summary - V7.3.3

1. Open an existing Portfolio summary.
2. Unhide the Hidden Columns next to Instrument Name in the respective static or forecast sections as shown below. 

3. By un-hiding the Columns, the Ticker Code and Code type (@BB) will appear as shown. 

4. To remove a stock (Row) from the Portfolio summary sheet Click on Row Header and click on delete. Or can click on Row Header and click on delete from key board.
Note:  In case if the stock is in first or last row of the respective static or forecast sections then kindly delete the contents instead of removing the entire row as mentioned above.   
         
5. To add the New row in the sheet click on row header anywhere between the first and last row of the respective static or forecast sections, then right click and select Insert as shown below. 

6. Once the new row is inserted, please add the Bloomberg Ticker code add @BB  (without inverted quotes) in the respective cells and save the excel file.

7. Kindly Click on Recalculate Worksheet to fetch the data from the respective Forecast Source. Please note that the Instrument name should be entered manually.

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