Button options include editing, activating/deactivating, cloning, and deleting each portfolio.

Use automatic optimization to get suggested allocations based on your systems.

View quick details of each portfolio from the view details option in the button bar.

Activate or deactivate a portfolio as needed to show it in menus or pause its use.

Duplicate a portfolio with the clone option and then adjust the new name.

Delete portfolios you no longer need; confirmation will be requested before deletion.

Associate or change the broker account from the 'Broker Account' column.

Check daily computational credits and access the full breakdown in 'View Breakdown'.

Monitor statuses, creation/modification dates, and number of systems per portfolio.