Portfolio

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How do I add stocks or funds to an existing portfolio?

To add a stock or fund to your portfolio:

1. Log in to your portfolio and click on the Buy/Sell tab.
2. Enter the stock or fund symbol or go to the row corresponding to that stock or
    fund, select Buy.
3. Enter the number of shares, the per share purchase price, and the total
    commission.
4. Click on Submit.

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What is the capacity of the Portfolio Tracker?

At the present time, our portfolio management system can track up to 50 separate accounts, each of which can contain up to 50 stocks or mutual funds. If you wish to track more than 50 securities, you must create additional portfolios.

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Why am I constantly asked to enter my Username and Password?

When you register or log in, the site stores certain information in your browser. This information, known as a "cookie," uniquely identifies you when you visit our site. If you do not have cookies enabled in your browser, the site does not recognize you and will continue to display a log-in page. Please check the Internet Options or Preferences in your browser to ensure that cookies are enabled.

Internet Explorer 4.x and 5.x:

1. From the Tools menu of your browser, select Internet Options, then select
    Security tab.
2. Click the Custom Level button and in the Security Settings window scroll
    down to the Cookies category.
3. Change the settings to Enable.
4. Click Apply when finished.

Internet Explorer 6.x:

1. From the Tools menu of your browser, select Internet Options.
2. Click on the Privacy tab and click on Default.
3. Move the slider to Medium level of privacy.
4. Click Apply when finished.

Netscape Navigator 4.x and 5.x:

1. From the Edit menu of your browser, select Preferences.
2. In the left pane of the Preferences window, click Advanced.
3. In the right pane, click Accept All Cookies.
4. Click OK.

Netscape Navigator 6.x:

1. From the Edit menu of your browser, select Preferences.
2. In the left pane of the Preferences window, expand the Privacy and Security,
    and click on Cookies.
3. In the right pane, click Accept All Cookies.
4. Click OK.

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How do I create a new portfolio?

To create a new portfolio:

1. Log in to your portfolio and click the New tab.
2. Enter the desired portfolio name in the text box provided.
3. Enter the Starting Cash Balance (optional).
4. Click Submit.

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How do I customize my portfolio layout?

To customize your layout:

1. Log in to your portfolio and click the Customize tab.
2. Select (or unselect) the columns to display.
3. Click Submit.

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How do I delete an entire portfolio?

To delete an entire portfolio:

1. Log in to your portfolio and click the Edit tab.
2. Select Delete Portfolio.
3. Confirm your decision by clicking on Yes, Delete it.

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How do I delete a stock from an existing portfolio?

To delete a ticker:

1. Log in to your portfolio and click on the Transaction tab.
2. Check off "Delete" for the corresponding ticker.
3. Click Delete.

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How do I edit a transaction?

To edit a transaction:

1. Log in to your portfolio and click the Transactions tab.
2. Click on the Edit link for the corresponding ticker.
3. Edit the appropriate fields.
4. Click Submit.

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How can I export my portfolio to a spreasheet or any other source?

To export your portfolio:

1. Log in to your portfolio and click on the Export tab.
2. Select the portfolio that you want to export.
3. Select option to export transactions or positions.
4. Choose a file type.
5. Click Submit.

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Can I import my portfolio from Quicken or any other source?

To import your portfolio:

1. Log in to your portfolio and click on the Import tab.
2. Select the file from your computer that you want to import. Then, select the file
    type of that file.
3. Choose to create a new portfolio or overwrite an existing portfolio with the
    imported file.
4. Click Import File.

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Is there a fee for the portfolio tool?

The SmartMoney.com portfolio system is free of charge to all our users. Click here to register now.

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How can I reduce or enlarge the Portfolio text size?

1. Log in to the portfolio and select the Settings tab.
2. Select the desired font size.
3. Click Submit

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What if I forgot my Username or Password?

1. Go to the Account Lookup page.
2. Enter your Username or the email address you used when you created your account.
3. Click on Submit.
4. Your Password will be reset and emailed to the address we have on file.

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How do I change my Username or Password?

To update your Password or other personal account information:

1. Go to the User Profile screen.
2. Log in with your current Username and Password.
3. Click on Submit.
4. Edit the appropriate fields and click Submit when finished.

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Can I track international stocks?

We currently do not have an option available for adding international stocks to the portfolio. However, we may be adding international stocks in the future.

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I am registered but cannot log in. Why?

Please be sure that you are using the correct Username and Password combination, and that the spelling is correct. If you continue to have log-in problems, send us an email.

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Why can't I find the transaction that I entered?

An entered transaction may not be factored into current portfolio because you have used the edit screen previously to reset cost and shares for that holding. When you reset the position, it overrides any earlier transactions. To see if you have reset the position, go to the Transaction View and set the date range to show "All Transactions." Look for a transaction called "reset position", which records the direct edit of your position. You can then delete or change the date of the "reset position" transaction, so that the recently entered transaction will be factored into the calculation of the current portfolio.

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Why can't I find my portfolio?

Be sure that you are logged in using the correct Username and Password. If you are having a problem with your Username and Password combination, send us an email.

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Can I access my portfolio from multiple locations?

To access your portfolio from another computer, simply click on the Log in link on our home page, then enter your Username and Password.

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Why does the newspaper icon change colors?

A newspaper icon next to a ticker symbol indicates a link to recent company news. Click on the icon to see the latest news. If the icon is dark gray, then there is a story that's less than a day old.

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My portfolio is not updating. How can I view the current information?

This is usually a caching problem. To resolve the problem, click the browser's Refresh or Reload button. You can also try a Super Refresh (Ctrl+Refresh). However, if the problem persists, you may have to empty your cache.

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How can I buy stocks from SmartMoney.com?

Currently we do not offer online trading; however, we do offer plenty of information that can help you in Choosing a Broker.

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How secure is my portfolio information?

SmartMoney.com uses a common security system for all our tools. This is based on user authentication in conjunction with an encrypted cookie. Each user that signs up for any of our tracking systems must provide a unique Username and Password. There are no duplicate Usernames in the system, and the Password is encrypted before being stored in the database. Therefore, it is not possible to learn the user's actual Username or Password from the encrypted cookie. This level of encryption is such that even the SmartMoney administrators cannot view the Password.

As a user, you have the option of saving the Password when signing up for our tracking systems. If you save the Password, the encrypted cookie is stored permanently in your Web browser. This allows user authentication to take place automatically, each time you visit the site.

If you do not save the Password, you must enter the Username and Password each time you visit the site. If more than one individual uses the same browser on the same computer, this may be the preferred method of authentication.

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How can I record a split or dividend in my portfolio?

When splits and/or dividends have occurred in your stocks, a notification box will appear above your portfolio listing these splits and dividends in detail. You will have the option to add these splits and dividends automatically to your portfolio. However, you may also manually add splits and dividends transactions to your portfolio through the transaction view.

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I have set up two portfolios. How can I switch between the two of them?

At the top of the portfolio page, you will see a drop down menu of the names of your portfolios. To switch between them, simply highlight the name of the portfolio you wish to display, click GO, and the portfolio will appear.

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How do I add options or preferred stocks to an existing portfolio?

Like stocks and funds, you can add options and preferred stocks to your portfolio, but symbols entered must be in a specific format. Please see our Snapshot FAQ for more information.

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How can I add or remove cash from my portfolio?

To track cash:

1. Log in to your portfolio and click the Customize tab.
2. Select Include Cash Account and click Submit.

To add or subtract cash:

1. Log in to your portfolio and click the Transactions tab.
2. Click on the associatedEdit link.
3. On the Action drop down menu, click on Add Cash or Subtract Cash and
    enter in the amount.
4. Click Submit.

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The portfolio on display is not the one I originally created. Why?

It's possible that you are viewing one of our sample portfolios: Stocks You've Always Wanted or SmartMoney July Picks. To delete this portfolio:


1. Log in to your account and open to that specific portfolio.
2. Click the Edit tab.
3. Select Delete Account.

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