Portfolios gives you the ability to track lists of stocks and ultimately utilize FAST Graphs to conduct research. From the "Portfolios" menu, you’ll be able to create portfolios, review the portfolio, immediately graph the portfolio, edit the list of tickers, and edit the Buys and Sells for the individual stocks within it.
To create a portfolio, go to the "Portfolios" tab, click "My Portfolios" - "Create Portfolio."
Type the name in the entry box and hit "Create Portfolio."
You will be taken to a screen to "add tickers" into the portfolio. Enter the tickers of all the companies you want added to the portfolio with spaces between them (Only put the ticker symbol in, do not put the exchange in.) and hit "Update". Your portfolio will then be listed on the main portfolio screen.
Once you have a portfolio created, the main screen will show the portfolio name, followed by the number of stocks in the portfolio, and then followed by these columns:
Columns for Create View
Clicking on "Create View" will bring you to the Portfolio Review for the selected portfolio. From here, you’ll be able to customize the view of the portfolio and sort on specific metrics that you are looking for to help understand the value of the stock. You’ll also be able to draw any stock in the portfolio as a FAST Graph by clicking on the ticker.
To name this view, go in the "Name" box and title your view. Once you have chosen your fields, click the blue "Create" button.
In this example below we have put a checkmark in "Exchange" - "Credit Rating" - "Current Price as Close" - "Long-Term Debt/Capital" - remember to complete by clicking "Create."
From here you can then click on a ticker and go to graphing, or you can "edit" your view and add more metrics. You can move your columns in different positions, and also sort your columns from ascending to descending.
NOTE: You can create as many views as you like.
There are two ways to delete tickers from portfolios.
One way is to go to "My Portfolios"
Click on the name of the portfolio that you want to delete a ticker from.
That will take you to the "Summary" of that portfolio where you will put a checkmark in the box to the left of each ticker you want to delete. That will bring up a "Delete Tickers" button in the upper right, click "Delete Tickers"
You will be asked to "Confirm Delete"
The second way to delete a ticker from a portfolio is, when viewing a graph on a company, go to the "Add to Portfolio" button in the upper right corner, click, that will produce a pop-up letting you know what portfolios, if any, you have the ticker in, OR if you want to add it to any of your portfolios. Complete by clicking "Save changes"
To help track your investments, you can add buys and sells to your portfolios.
When you add buy and/or sell transactions, they will show up on the Historical Graph and Forecasting Calculators as buy (green) and sell (red) dots and display a calculated average cost line. With this, you can compare your cost basis to the stock price.
To add a transaction, go to your "Holdings" tab.
From here you can use the "Import Transactions" button and import your buys and sells, or you can click the "Transactions" link to the right of each company and add the information in.
To Add a Transaction, click "Transactions" for the ticker, a pop-up will appear with five fields:
- Per Share
First add your date, buy or sell, how many shares, per share number, it will auto-populate the total by clicking in the box, then click "Add New Transaction"
Once you have added your transactions, simply "X" out of the pop-up window, that will take you back to "Holdings."
Now click the ticker symbol of the buy and/or sell that you just inputted and that will take you to the Historical Graph where you will be able to see the green buy dot and/or the red sell dot.
You can add to or edit the transactions of that specific stock in that specific portfolio by clicking on the dollar sign "$" in the upper right corner. The same pop-up as described will appear where you can Edit, Delete, and/or Add a New Transaction.
REMEMBER: In order to see your buys and sells, you must be in the specific portfolio that you added those transactions in.
Updated 4 months ago