Once you ve signed up, all you ll have to do is sign in. To sign in key in your address and password.

Transcription

1 (1) (2) Sign up for free membership. Pick one option. A. Click Free membership link. B. Click My Portfolios tab. C. Left column, at the bottom, click Join now! A B C Once you ve signed up, all you ll have to do is sign in. To sign in key in your address and password. (3) Each sign up method brings you to this screen. Complete, click continue, and fill out registration form. You will have the opportunity to sign up for various publications; read carefully and un offers you choose not to accept. 1 of 7

2 (4) Once you ve signed in, this screen will display. Click Continue on to Portfolio. When you are logged in, the screen will read Hello, your login name! (5) Click on the My Portfolios tab. (6) How do I create a new portfolio? As a new member, start at the Edit page. 2 of 7

3 Give your portfolio a name (a). Later if you want to change your portfolio s name, this is where you make it happen. In the Cash/Currency Options, click Single Cash position (b). a c e b d Then, enter the cash provided by the project in the Amount box (c). At this point you can click the Finish button and return to your portfolio (d). Or, you can proceed to purchase stock by entering the symbol in the Add ticker symbols box if you are ready and have time (e). You may add one stock or multiple stocks. Multiple entries can be entered by placing a space between ticker symbols. If you do not know the symbol, click the Symbol Lookup link. Make note of the price of the stock so you can enter it also. Once you have entered the ticker symbol/s, click the Add button. Enter the number of shares purchased and the price (per one share) for each security purchased. To delete a stock at any time during this project, from the Edit screen, click the Delete Position 3 of 7

4 Position Type: (Long or Short) For this project, always select Long. Here s a brief definition of the terms from A portfolio that has a net negative holding in a security is said to be short that security. If it has a net positive holding in the security, it is said to be long. Such holdings are referred to, respectively, as a short position and a long position in the security. A long position benefits from an increase in the security's price. A short position benefits from a decline in the security's price. If you don t know the price of the stock, you can still enter the stock/s you INTEND to purchase. Click the Finish button to return to your portfolio (d). all zero no shares purchased Note the Last column. That is the last price per share. That IS the price per share currently. (Note: The Market is closed on weekends.) You ve entered stocks but haven t purchased them yet. You can click the Adjust Position icon to the left of the symbol which will take you to the Trade Position screen. At the Enter Transaction Information section, switch Transaction Type to Buy, enter the number of shares, price per share (Trade Price), and click Enter Transaction. This project does not require use of the Commission feature this semester. IF you want to use the feature, you may. Use 1% of the amount spent as the commission. Again, this feature is optional. 4 of 7

5 This will send you to your Portfolio. The Performance view will show your cash amount. The Basic view will not show your cash amount. Check out Detailed and Fundamentals views for interesting information. TRACK YOUR PORTFOLIO IN PERFORMANCE VIEW. This is the view from which you ll print your two required printouts which are part of the final report. To change your default view to Performance, click Preferences. Then, select Performance in the Default View on Startup section. Finally, click Update my preferences. Speaking of Preferences, check out the last section, Icon Preferences. This is optional. You can use the Note to spell out the company name which the symbol represents. Of course, you can click on the symbol which is a link and get that same information. You may have other notes you want to remember about this stock. It s Optional. 5 of 7

6 (7) How do I edit my portfolio? Click Edit Portfolio. You can change the number of shares or delete a transaction (Delete Position). Also, you can add additional stock/s by using the Add ticker symbols box. Another way to add a stock is click Add a Stock. Remember to click the Finish button at the bottom of the page. 6 of 7

7 Notes and Questions (1) My Custom Views: Do I need to create a custom view. No. All required information for this project is displayed using Performance view. (2) Refer to the HELP section. (3) What is the Portfolio tracker and how do I start it? (answer copied from Help) The Portfolio Tracker is a smaller version of your portfolio that can be launched in a desktop browser window. Once launched, the Portfolio Tracker can track portfolio performance on your computer's desktop. To launch the Portfolio Tracker, click on the button labeled "Launch Tracker" at top right side of the main portfolio screen. Note: This project does not require use of the Launch Tracker feature. (4) My Alerts. Do not set; keep zero alerts. You ll get bazillions of messages. 7 of 7