Groups (Grupos)


A group is an issuer or values list, where it is possible to configure columns.


How do I do a group?


    1. Go to menú Carteras/Nuevo Grupo.

    2. Right-click over the group and select "Personalizar."

    3. From the flap "Valores," select the values that you want to add with left-click, and press the arrow on the right and accept.


Tip: You can choose the assets in section "Renta Variable/Capitales RV. Indrustriales".



Delete a group


  1. Open the group that you want to delete and left-click on the group title.
  2. Go to "Carteras" menu and select the option delete group.


Open a group


  1. Go to "Carteras" menu, then "Abrir Grupo"
  2. Select the group that you want to open and press "Abrir".


Save a group


  1. Right-click over the group's window and select the option "Guardar como", with this option you can personalize the name of the group.


Wallets (Carteras)


A wallet is a window where you can register your ask/bid movements and see in real-time your lost or profits that you could obtain.



    How to create a wallet (cartera)?


  1. Go to Carteras menu.
  2. Select "Nueva Cartera".
  3. To add bid/ask movements, press the bottom "Movimiento".
  4. Select the action "Compra/Venta" and write the issuer's ticker in the blanc rectangle, fill out the rest of the fields with the necessary information.



How to delete a wallet (cartera)?


Option 1


  1. Go to Cartera menu, then "Abrir Cartera" option.
  2. Select the wallet (cartera) and click on "Eliminar" botom.


Option 2

  1. Select the wallet (cartera), with left-click in the title of it.
  2. Go to Cartera menu, then "Borrar Cartera".


Note: You only can delete one wallet a time.


How to save a Wallet (cartera)?


  1. Right-click on Cartera.
  2. Select "Guardar Como " option.

Note: This option allows the user can save the wallet (cartera) with a personalized name.