View Portfolio
Add Stock
Edit Stocks
Exchange Codes
Deleting Symbols
Entering Transactions

View Portfolio

The View Portfolio page shows you all of the stocks in a single portfolio as well as news in the last 2 weeks for each of your portfolio stocks.

The number of stocks that you can have is determined by your subscription level. You can have up to 10 different portfolios which allows you to group them at your convenience.

• Starter subscribers can have 10 stocks *total*.
• Intermediate subscribers can have 40 stocks *total*.
• Trader subscribers can have 100 stocks *total*.
• DayTrader subscribers can have 300 stocks *total*.
• Maximum subscribers can have 600 stocks *total*.

By default, all Stockwatch bulletins for your portfolio stocks are sent to you by email when they are released. There is no extra charge for this. Regardless of your subscription level you may get an unlimited number of quotes for any stocks.

To edit your portfolio, click on the Edit Portfolio link.

Add Stock

• Method one - select the Portfolio link displayed with a single quote.

  1. Click on the Portfolio link (it is displayed in quote results pages when only a single quote is returned)
     

  2. A form such as the one below is displayed. Edit the form fields as needed then click on the Submit button when done.
     

• Method two - select the portfolio to Edit with the popup menus.

  1. Select Edit Portfolio menu for a particular Portfolio by moving your mouse over Portfolio -> Edit Portfolio ->Portfolio number
     
  2. A form such as the one below is displayed. Edit the form fields as needed then click on the Submit button when done.
     

Add Stock Fields

• Portfolio - select the portfolio number that you wish to add the stock to.
• Exch - unless it's a Canadian stock you're adding, you need to specify the correct Exchange for which the symbol is listed under. You can leave the exchange blank when entering a mutual fund symbol.
• Symbol - enter the security symbol.
• Email - check this if you want news bulletins related to this stock automatically emailed to you when they are disseminated.
• Quote - check this to have the security appear in your portfolio.
• Sort - controls the order of display - lower "Sort" values are displayed first (0-255).

Edit Stocks

Here is some general information on portfolio symbol management.

• The Sort value controls the order of display. Stocks with the same sort are displayed alphabetically by symbol.
• The Exch must be set to a specific exchange unless it's a Canadian stock. "All Canadian" will show all interlisted listings for the stock.
• Set the N flag if you want to receive that company's news by email.
• Set the Q flag if you want that symbol to appear in your quote summary.
• Set the P flag if you want alerts sent to your pager.
• Set the S flag if you want that symbol to appear in your daily email summary.
• The Lo Alert, Hi Alert and Vol Alert fields allow you to set email alerts on the stock price or the daily trading volume. Be sure to set the flag to enable them. After the alert is sent, it is automatically disabled.
• Click the TR link to get to the transaction edit page.
• Click the DEL link to delete the entry.

Exchange Codes

Code	Region	Exchange
Z	US	New York and American exchanges
Q	US	NASDAQ + OTCBB + Pink Sheets
S	US	S&P Indexes
I	US	Other non-exchange indexes such as Dow Jones
T	Canada	TSX - Toronto Stock Exchange
M	Canada	Montreal Exchange
V	Canada	TSX Venture Exchange
C	Canada	CSE - Canadian Securities Exchange
F	Canada	Canadian Mutual funds

Deleting Stocks

1. Bring up the Edit Portfolio page by using the menus or by clicking on the Portfolio link for a symbol that has previously been added to one of your portfolios.
2. Click on the DEL link. You do not have to click submit for this change to take effect.
   

Entering Transactions

1. Bring up the Edit Portfolio page by using the menus or by clicking on the Portfolio link for a symbol that has previously been added to one of your portfolios.
2. Click on the TR link for a symbol. This will bring up the Transaction History page for that symbol
   
3. Within the Transaction History page, enter the transaction details.