Money
Help Desk
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?
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Q:
What is a portfolio?
A: A portfolio is a group of selected stocks. iWon Portfolio's section allows you to create and save a customized list of the stocks and indices you want to track. It differs from a list of quotes you can enter in the stock lookup in that the quote lookup cannot be saved. However, you can add the stocks to your chosen portfolio.
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Q:
How do I create a portfolio?
A: 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. You must enter all three columns together. Scroll down to select the indices you want to use and to specify the portfolio's default view.
Once you enter the data,
the portfolio is saved.
To use iWon's portfolio
feature, you must be signed in to iWon.com.
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Q:
How many portfolios can I create?
A: You can create up to 50 custom portfolios and track up to 100
symbols in each.
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Q:
Do portfolios account for stock splits?
A: At the present time, you must manually enter the split amounts into your portfolio.
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Q:
How can I make changes to the stocks/securities information in my
portfolio?
A: 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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Q:
How can I be sure I'm looking at the most current data for the stocks
in my portfolio?
A: Click the Refresh
link.
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Q:
How can I view my portfolios?
A: iWon provides several standard views for displaying the stock information in your portfolios:
Short Quote view
— 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.
You can link to additional
News, Charts, message/chat Boards, Research,
and Insider trade resources. !
indicates there's new news for the symbol.
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
week).
Long 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 indices or to other stocks (you
select the symbols to which you want comparison), and graph splits
and/or dividends if you wish.
You can link to additional
resources for News, Research, Insider, and
message/chat Boards data.
News — lists
articles and press releases related to the symbol (with date,
time of release and source). !
indicates the very latest news of the day. Click on the headline
to view the article and access related information.
Holdings —
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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Q:
What is the multi-portfolio view?
A: 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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Q:
Can I change the contents of my portfolio in the multi-portfolio
view?
A: 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. Click and type to add/change
a symbol, the number of shares you purchased, the price per share,
and the amount of any fee you paid. 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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