David Trainer walks through the Ratings and Coverage pages in Stock Tracker 50. Learn how to search by ticker or name, add items to your portfolio, view ratings methodology, and check which securities have coverage or are newly tracked.
Chapters
In this product training, we will be looking at the Stock Tracker 50 ratings page. When you first log into the tool, you are taken to the portfolio page. You can navigate to the ratings page by clicking on the ratings button in the top navbar. Once you're on the ratings page, you can type in any ticker. That we cover— stocks, ETFs, or mutual funds— and get the rating for those. If you would like to add any of these to your portfolio, once you have looked up the ticker, you can simply click Add to Portfolio down in the bottom right and then click Add to My Portfolio. Rather than Test, yours will say My Portfolio. You can then go to your portfolio at that point to see that or continue to look up tickers and add as you are interested. You can click directly into the ratings methodology if that's something that you want to learn more about, or simply hovering over these question marks will get you a brief explanation of that metric. If you're interested in our coverage, you can go ahead and click this coverage link. This will take you to our coverage page where you can look up securities not only by ticker, but by name. So if for some reason you can't remember the security's ticker, you can search by name here, not just ticker. So that might be useful, and you can also click Add to Portfolio from this location as well. You can do that for ETFs as well as mutual funds. Stock Tracker 50 members do not have access to our credit ratings, but you can look up what securities are covered by our ratings, and you can also do a quick search for any inactive stocks or perhaps Stocks that are currently in our new coverage queue. Once you are done with your research on the ratings page, you can click back over to your portfolio and review what you have added. You can see that I added Ahoy from the ratings page and added Apple from the coverage list. We go over portfolios and the education research pages in another brief video. If you have questions, please contact support. By clicking through to the support page here on the top right-hand. Don't hesitate to reach out. We hope you're enjoying your Stock Tracker 50 membership.
