The symbol list at the top of the main window shows the symbols and other instruments that you have added. You can add additional symbols by performing a symbol lookup and you can remove them by selecting the delete option. You can also filter the list of symbols that are shown based on a number of criteria.
When mStocks+ is initially installed, only a handful of columns are setup to be shown on the Symbols List. You can add and delete columns by right clicking on the column heading of any shown field. When you do this you will get a popup menu that will show all available columns. To add or remove a column, click on its name.
You can change the display order for columns by clicking on the column title and dragging it to a new position. You can change the default size of a column by clicking on the column spacer bar and dragging it to a new size.
If you single click on a column header, it will sort the symbols list on that field. Clicking again on the same header will sort again, but in the reverse order.
mStocks+ will remember the columns you have selected as well as the size and order.
mStocks supports the following columns and data elements:
There are 3 columns in the symbols list that can be edited. These are "Name", "Shares Owned" and "Cost Basis". You can double click on the value for these fields and you will be able to make changes. You can also select the symbol row that you wish to edit the field for and press the enter key to start the editing. Once you have edited a value, you can tab to the next. Press enter when you are done to have the change saved.
If you wish to remove a symbol, right click the row for the symbol and choose the delete option. You can also press the "delete" key. You will be prompted to confirm that you wish to delete the symbol. Deleting a symbol also removes all news articles, symbol history and chart data. Deletions can not be undone and you should think twice to make sure that you really want to do this. Note that you can always add the symbol again if you change your mind later.
NOTE - the most destructive thing about deleting symbols is in regard to basic and advanced positions. Deleting a symbol removes the shares owned and cost basis. It also removes all transactions that are part of the symbol.