Learn to use the Stock Tracker 50 portfolio page: add up to 50 tickers by typing them individually or separated by commas, view ratings by clicking the blue plus sign, and sort columns by clicking headers. Remove holdings with the trash icon and set up email alerts in your account settings.
Chapters
Welcome to your Stock Tracker 50 membership. In this brief training video, I will be walking you through your portfolio page. After you log in, you will be immediately brought to your portfolio page. At the top, there are several menu items. We're going to be talking about the portfolio page, which is one of the 2 core tools available in the Stock Tracker 50 membership. These other links up here we will go over in other videos, but they are pretty self-explanatory. You can't hurt anything by clicking around and hitting buttons, so please don't ever hesitate to just click around and try things out. The Stock Tracker 50 membership means that you can have up to 50 tickers in your portfolio at any time, and you can easily see how many tickers you currently have in your portfolio by referencing this tickers in portfolio icon. There are 2 ways to add equities to your portfolio. One of them is directly on the portfolio page here in the box on the top left. You can enter tickers here, add them singly by typing in, for example, A for Agilent, and after I click enter or click the green add button, you can see in the portfolio list Agilent was added and my tickers and portfolio icon Increased by 1. You can add more than 1 ticker at a time using a comma. B, C, and D, and then click Add. They are then added to my portfolio, and you can add any equity that is under current coverage, including ETFs and mutual funds. I'll add an ETF and a mutual fund. And those will both be added here in my portfolio below. If you happen to add a ticker that we don't cover or is inactive or is currently under consideration, you will get a note at the top. For example, both of those tickers— one is being reviewed for coverage and the other one is currently inactive. So as you type things in, you will get feedback if they're unable to be added to your portfolio. Now, once you've added a ticker, you can click on the blue plus sign to the left here. I'm going to click on the blue plus line next to Citigroup, and you can see the extended rating of that stock. If you're interested in what is behind the stock ratings methodology and the metrics used, click on the link to our stock ratings methodology and get a deeper explanation there. To remove any ticker, simply click on the trash can icon on the right. You can sort on a column header by clicking on that column header. You can sort top to bottom or bottom to top. If you have any questions about the column header metrics, please go to the Education page and look those up there. There's lots of information on all of the metrics available to you. You use the alert emails icon to personalize how you receive updates and emails regarding both coverage and tickers in your portfolio. You can get this sent to not only your primary address but also a secondary email address. At any time you can click on the support button in the top right-hand corner and find more information here about how to use the tool. There's also multiple links on this page to contact us for more information. Please don't hesitate to reach out to us at any time. Thanks very much. I hope you have a great time with your Stock Tracker 50 membership.
