Toolbar option for Go to Investing is missing

Gerry Blue

I created an additional QDF file and am in the process of customizing my user interface to be consistent with my older one. In customizing the toolbar, I don't see "Go to Investing >> Portfolio". I checked and it's still there in my older file but not the new one. I expect there's a programmatic reason for this, either intentional or inadvertent, but I admit to being a bit stumped as to what the reason might be. Have I missed something in setting up my new file?

Chris_QPW

Hmm, mine doesn't have it either, even in my old data file.
I usually just click on the Investing tab, and since I'm normally on the portfolio view that is all it takes.

You can also select Ctrl+U.

Oh, I figured it out!

You need to be using the Classic menus to see these as an option for the tool bar.
View -> Classic menus

Chris_QPW

Hmm, mine doesn't have it either, even in my old data file.
I usually just click on the Investing tab, and since I'm normally on the portfolio view that is all it takes.

You can also select Ctrl+U.

Oh, I figured it out!

You need to be using the Classic menus to see these as an option for the tool bar.
View -> Classic menus

Frankx

Hi @Gerry Blue;

So, that's just part of the initial setup process.  To add that back to the toolbar of your new file - right click on the Toolbar > then click on "Customize Toolbar".  Then find the "Go to Investing > Portfolio" entry in the left hand column and click the "Add" button > then click "Done".

Let me know if you have any followups.

Frankx