Adding Portfolio Issues

Are TDnext users beyond the portfolio "manager" able to add issues to an existing portfolio w/in the analysis application?  If so, how is that setup?

Asked by Rebecca Murphy on Wed 9/6/23 11:27 AM
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Answer (1)

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Mark Sayers Wed 9/6/23 11:37 AM

I believe you'd have to have access to Analysis to do that. I don't know that you can add an Issue to a Portfolio without that access.

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