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My Preferences: My Portfolio  XML
Forum Index » Content and Applications - W5 and what's next
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guru1
Guru Frosh
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Joined: 13/10/2009 17:03:12
Messages: 16
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My Portfolio is a Free service for signed-up members to setup, edit and view their portfolios at our site - and to receive it by email if selected. Simply Login above, then mouseover My Preferences and click My Portfolio.

By default, for demonstration purposes we have setup a sample portfolio of our Featured Stocks and other securities. Simply click Add US$ Holding or Add CDN$ Holding, or click Edit or Delete under the Action column, to personalize your portfolio. Click on any Symbol for its Detailed Quote, charts, news or click one of the other research tabs.

Don't email My Portfolio is also set by default - which you can change to Email My Portfolio every weekday or Email My Portfolio just on Friday's. Then just click Update to save your emailing preference. Your portfolio is emailed about a half hour after the markets close, on your days selected.

Each portfolio shows your USD and CDN dollar Holdings, Overall Values and Today's Activity. There is a maximum of 30 Holdings per My Portfolio - 15 US$ Holdings and 15 CDN$ Holdings. Securities are separated by currency because most broker statements are organized this way. For a short position, simply enter a minus sign "-" before the # of Shares that you enter.

My Watchlist & Alerts is not the same as My Portfolio. They both contain up to 30 securities and show the Security Name, Symbol, Last price, $ Change and % Change per share. My Portfolio is setup to track your current holdings, like a constantly updated 15-minute-delayed broker statement. My Watchlist & Alerts is setup more for traders, to better assess entry and exit levels, with additional information such as the Tick, Open, High, Low, Volume and up to 2 Price Alerts per security.

This message was edited 17 times. Last update was at 16/12/2009 18:53:48


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