Friday, February 21, 2020


Portfolio Guide

This page provides information about how a user can create and add instruments to a portfolio.
A portfolio is the combination of financial assets that an investor has decided to allocate their capital to invest.
  1. To create a portfolio, first place your cursor over the 'TOOLS' drop down menu on the top right of the website.
  2. Once the drop-down menu option is presented, click on 'My Portfolio'.
  3. Then select the 'CREATE' tab.
  4. You are now presented with a 'Create New Portfolio' window.
    This page covers the basic aspects of the portfolio - Portfolio Name, Column Selection, Currency etc.
  5. Once portfolio preferences have been inputted, click 'Save Portfolio'.
  6. Portfolios you have created will be available to access from the left-hand column under 'My Portfolios'. At this point the portfolio will be completely blank, so the next step would be to add the desired instruments. To do so, simply type into the 'Quick Add' dialog box the ticker symbol for the desired instrument. In this example we will be using Apple Inc (APPL). Then simply click on 'Add'.
  7. Once the transaction is saved, a receipt will be generated under 'Your Transactions for AAPL' describing explicitly how much was charged for purchasing the stocks if you want to include how much will be charged for commission.
    Referring to the example, under 'Totals USD' it is already displaying as a loss due to the 5% commission feed manually inputted.
    This step is optional and varis across different stock brokers.
    In the 'Accounts' input below, the 'Commission' input you will notice that your account will already be deducted with the total amount for the transaction.

Portfolio Analysis

Once you have created your portfolio, the analysis tab allows you to view the information that is most important and relevant to your current positions for each of your portfolios.
displays a brief overview of your current standing positions. On the left-hand column under 'My Portfolios' the name of the portfolio is accompanied with the dollar change amount in profit/loss for the day. Depending on the portfolio that has been selected instruments will appear on the table on the right-hand side displaying the specific performance of each instrument within the portfolio, displaying a daily change in value as well as the change in value since the instrument was purchased.
will solely display the latest news that relates to the instruments in the portfolio that has been selected.
this page is dedicated for technical analysis. Provides a chart of the historical price movement from as specific as the last trading day, to as broad as the last 20 years. There is also a graph that compares the stock's movement in the trailing 1 month in comparison to the S&P 500 Index.
Equity Weights
takes into consideration the amount of capital that has been allocated in each investment. Based on the amount spent for a position in a instrument we calculate the equivalent weight tht has been allocated to the instrument. This information is valuable when attempting to create a diversified portfolio, avoid placing all your eggs in one basket.
Geographic Weights
groups your current position by the country in which the company is currently being traded. Therefor, although you might purchase a stake in a company that is headquartered outside of the US, if the company's stock is traded in any of the markets in the US (NYSE, NASDAQ) the stock will fall under the US.
Market Cap
groups your stocks according to their relative market capitalization size.
Sector Weights
groups your stocks according t their sector and gives you the weight that has been allocated for each sector.

Portfolio Create

New Portfolio
this is where you can build a brand new portfolio. We provide a range of alternatives for your preferences between the amount and currency in the portfolio, layout of instruments in portfolio choosing the order of each of the columns and even the accounting methods.
Create/Edit Custom Views
here you can edit the inputs for the portfolio you have created. You can go into fine detail of precisely the fields you would want o display, as well as the order in which you would want to sort your positions.

Portfolio Modify

Add/Edit Instruments
this is the section that gives you complete control over your portfolio. You can control anything from what you want to do with the dividends that you receive from your stocks or whether you want to delete an instrument from a portfolio.
Add/Edit Trades
this section allows you to add and edit stocks to your portfolio. 'Type' and 'Commission' are variables that can be alternated for your own personal needs. Type, grants you the option to choose between what kind of a transaction you took, ranging from buying and selling a stake in a company, to how you want to allocate your capital.
displays corporate actions that each of the companies that you hold a position have made in teh past. This allows you to examine the consistency of the company paying its dividends. Dividend payouts can make drastic difference in the valuation of a firm.
Cash Transactions
this is where you can make new cash transactions such as depositing or withdrawing cash from your trading account. As well as monitor the historical gains or losses of your account.
Other Investments
allows you to keep track of alternative investments from equity. The process of addin git to a portfolio is identical to adding a stock the only difference is that you have the choice between the asset class of teh investment (derivative, equipment, mortgage, plant or property).
Delete Portfolio
depending on the portfolio you have selected this button will delete the portfolio entirely.

Portfolio Configuration

Due to the sensitivity of having a portfolio it is essential that there be security checks that prevent anyone modifying your positions. On this tab, you are able to add a password to a portfolio or modify the password that has been set to one of the existing portfolios.
To remove a stock from a the portfolio, on the assets menu /Add-Edit stocks, click on Move/Delete to remove the asset.
© 2020 Market data provided and hosted by Barchart Market Data Solutions. Fundamental company data provided by Morningstar and Zacks Investment Research. Information is provided 'as-is' and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use please see disclaimer.