• What is a portfolio?
• How do I create a portfolio?
• How many portfolios can I create?
• Do portfolios account for stock splits?
• How can I make changes to the stocks/securities information in my portfolio?
• How can I be sure I'm looking at the most current data for the stocks in my portfolio?
• How can I view my portfolios?
• What is the multi-portfolio view?
• Can I change the contents of my portfolio in the multi-portfolio view?
What is a portfolio?
A portfolio is a group of selected stocks that you want to track. The My Way Portfolio feature allows you to create and save a customized list of the stocks and indices you want to track.
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How do I create a portfolio?
Click the "New Portfolio" link. Type in your symbols. As an option, you may enter the number of shares you purchased, the price per share, and the amount of any fee you paid. Scroll down to select the indices you want to use and to specify the portfolio's default view.
Once you enter the data, click "Save".
To use My Way's portfolio feature, you must be signed in.
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How many portfolios can I create?
You can create up to 50 custom portfolios and track up to 100 symbols in each.
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Do portfolios account for stock splits?
At the present time, you must manually enter the split amounts into your portfolio.
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How can I make changes to the stocks/securities information in my portfolio?
Select the portfolio you want to change and click the "Edit" link.
In Edit Portfolio, you can add new symbols, edit symbol data, or delete a symbol. Use the "I'd like to add more stocks but I've run out of room" link to add up to 100 symbols to your portfolio.
For a single symbol, you can add multiple positions or transactions using the "Add More" button. You may also edit or delete positions as necessary.
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How can I be sure I'm looking at the most current data for the stocks in my portfolio?
Click the "Refresh" link.
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How can I view my portfolios?
My Way provides several standard views for displaying the stock information in your portfolios:
Today's Prices — shows the ticker symbol, stock name, last trade price and time, change (in dollars and percentage — green color indicates an uptick in stock price, red a downtick) since last market close, and volume traded for each stock in your portfolio.
Fundamentals — shows symbol, name, last trade price and time, market capitalization, Earnings Per Share (EPS), Price-Earnings Ratio (P/E), Price/Sales Ratio, and the 52-week range (low price and high price over 52 weeks).
Full Quote — details individual stock data in a compact table: symbol, stock name, exchange the stock trades on, last trade price and time, change (in dollars and percentage) since last market close, average and total volume of shares traded, number of shares outstanding, bid and ask prices, previous market close price, opening price, dividend and ex-dividend dates, EPS, the day's price range (low to high), the 52-week range, the dividend dollar amount and percentage, and the P/E ratio.
You can also access Charts showing stock price activity. Click the "Intraday", "Week" or the "More" link to see a chart of the stock's activity for the period. Note that you can select another time frame (3 months, 6 months, 1 year, 2 years, or 5 years) for the chart, peg the stock to major market index or to other stocks (you select the symbols to which you want to compare), and graph splits and/or dividends if you wish.
News — lists articles and press releases related to the symbol (with date, time of release and source). "!" indicates there is new news. Click on the headline to view the article and access related information.
Portfolio Value — summarizes the stocks held in the selected portfolio, including symbol, name, last trade price, dollar change from the opening bell, the number of shares, average price per share, total cost, current stock value, value change since the last market close (expressed in dollars and as a percentage), and buy date of each stock holding. Click the "Refresh" link to update the data. Scroll down to see the aggregate cost and value figures for all of the stocks in your portfolio.
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What is the multi-portfolio view?
This streamlined view makes it simple for you to track and maintain your portfolios. Select the multi-portfolio view by clicking the "Multi-Portfolio View" option in the "Select Portfolio" dropdown list.
The multi-portfolio view provides a one-line summary of each portfolio's total cost, current value, today's gain/loss, and cash balances. Click the "Refresh" link to update the data periodically.
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Can I change the contents of my portfolio in the multi-portfolio view?
Yes. You can expand the one-line portfolio summary to see a summary line for each symbol in your portfolio by clicking the green arrow.
To edit information in the multi-portfolio view, click the "Edit" button associated with the portfolio you want to change. You can then add or change a symbol, the number of shares you purchased, the price per share, the amount of any fee you paid, and the trade date. Add multiple positions or transactions using the "Add More" button. You may also edit or delete positions as necessary.
Scroll down to select the indices you want and to specify the portfolio's default view. To delete a portfolio, click the "Delete" button associated with the portfolio; you will be prompted to confirm the portfolio deletion.
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