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Charts & Tools Manual

  Portfolio Watchlist

 

It's good to know what the securities in your portfolio are doing.

The Watchlist allows you to keep a watchful eye on your portfolio from anywhere in the site.

 

 

 

Your Portfolio Follows You

 

Below is a typical view of what you have probably already come to expect from the website.    

On the right hand side is a list of securities and their daily price change.

This list is taken directly from your portfolio.

                            

Browser Window               

 

The Portfolio tool allows you create several portfolios.

You can choose any of them to be displayed in the Watchlist. It's easy.

 

If you have not already created a portfolio, we recommend that you try that.

The Portfolio Tool

Help on the Portfolio Tool

 

 

 

Choosing a Watchlist

 

The Watchlist automatically uses your first portfolio,

but if you have more than one portfolio then you select which to see in the Watchlist.

 

Click on 'Edit List' at the bottom of the Watchlist.

 

   Edit the Watchlist

 

There will be a box containing the names of your portfolios.

Choose the portfolio you would like in the Watchlist and press 'Go!'.

Select a Portfolio

 

 

 

At any time you can get the most recent prices for your holdings by clicking on the 'Refresh' link.

Your web browser will reload and the Watchlist will have the most recent prices.

 

Refreshing

 

 

 

 

Go to My Portfolio.

Help on my Portfolio

Go to the Main Page

 

 


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