Managing diverse portfolios can be complex, but Vyzer's Bulk Editing feature streamlines the process by allowing you to edit or update multiple items simultaneously. Follow this guide to learn how to use bulk editing and save valuable time.
1. Customize Your Item List with Filters
Before you begin, use filters to refine your item list view. This step helps you quickly locate the specific items you want to edit.
Pro Tip: Experiment with different filter combinations to create the most efficient view for your editing needs. Learn more about using filters in Vyzer.
2. Access the Bulk Edit Feature
Navigate to the item list tab in your Vyzer dashboard.
Look for the 'Select items to edit' option in the right-side menu.
Click to start the bulk editing process.
3. Select Your Items
Choose the items you wish to modify from your filtered list.
4. Choose and Edit Attributes
Select the attribute you want to update such as:
Holding Entity
Custom Class
Risk Level
Liquidity
Make your desired changes to the selected attribute.
5. Save & Apply Your Changes
After making your edits, click ‘Save’ to apply the new properties to all selected items.
6. Review and Confirm
Look for the confirmation message to ensure your changes were applied successfully.
If needed, use the 'Undo' option to revert changes.
Watch and Learn: For a visual walkthrough of this process, click here to watch our video tutorial on using the Bulk Edit feature.
By following these steps, you’ve successfully used Vyzer’s Bulk Editing feature to manage multiple items in your portfolio efficiently. This feature is just one of the ways Vyzer simplifies investment management, making your financial life easier and more organized.