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MyPortfolio
With the MyPortfolio tool,
you can keep close tabs on your holdings and tracks multiple accounts.
To use MyPortfolio:
Member access is required. You
must first log in, if you have not already done so.
 Select
MyPortfolio from the Charts&Tools menu.
 During
your first visit to MyPortfolio, you will be asked to name your account.
 Enter
holdings.
While creating new accounts, groups of boxes
will be displayed. Each
row of boxes represents one stock or mutual fund holding. Move
left to right, entering the symbol, number of shares you own, the price,
commission (if any), and date of purchase.
 When
you are finished entering all of your holdings, press the Save button.
Now, every time you return
to MyPortfolio it will display the current progress of your holdings.
Refer to
the online manual for even more help on configuring MyPortfolio.
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