Moving Stocks for a Specific Industry Sector.
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  1. Click the Open Portfolio icon.  
  2. Click on the + sign next to Stocks for the relevant Exchange.
  3. Select the Industry sector to move (or expand to display individual sub-sectors by clicking the + sign next to the sector name).
  4. Click the Move All icon  to show the screen below.
  5. Select the destination folder from the drop down list or click the New Folder button to create a new destination folder.
  6. Click the Move All button.

                                

 

 

To maintain the folders you have specified in the desired Industry Group structure, periodically repeat the above procedure.  Any new stocks that have been added to the database will then be moved to your specified destination folder.