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Question: How do I set up a Portfolio?
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Answer: To set up a new Portfolio click the Portfolio option on the navigation bar just below
the Stock
Smart logo. Click the New button and follow
the step-by-step directions to enter your Portfolio characteristics. The only required field is Portfolio name;
however, you may want to complete other characteristics to optimize the Portfolio feature. Other items to
complete include:
- Email address - you can receive Portfolio statements by email daily, weekly or monthly.
Click HTML if you would like HTML format. Select the combine option to get a single report on several
portfolios.
- The Combine Portfolios option allows you to see combined Portfolio statements on line.
- Choose to include issues that you are monitoring but are not included in your profit/loss
calculation.
- Choose to value the securities in your Portfolio using the bid/ask spread or using the last sale
price for the security.
- Enter an email address for alerts associated with this Portfolio. This will only be effective if
your subscription includes the alert feature.
- Select a method to calculate profit and loss in the portfolio. You can select a First In First
Out (FIFO) calculation or you can manually pair buy and sell trades on securities. Note: Once there
is a closed position in your portfolio you will not be able to change the P&L method.
To enter a new Portfolio now, click here
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