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Tuesday, May 13, 2008 
 Frequently Asked Questions (FAQ)


Portfolio FAQ

How do I add a new portfolio?
How do I delete a portfolio?
How do I edit my portfolio?
How do I delete stocks from my current portfolio?
How do I add stocks to my current portfolio?
What is the Technical Score and what does it mean?
Why do some of my stocks not indicate a Technical score?
How can I get news about stocks in my portfolio emailed to me?

How do I add a new portfolio?
To delete a stock in one of your portfolios, go to the Portfolio section and select Edit a Portfolio. Choose the portfolio you wish to edit, check the 'delete' box beside the stock you would like to remove from your portfolio and then hit the Save Changes button on the bottom right of the stocks display.
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How do I delete a portfolio?
To delete a portfolio, select Portfolio and choose Delete a Portfolio. Choose the portfolio you wish to delete and click on the trash can to the right of that portfolio.
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How do I edit my portfolio?
Select Portfolio and then Edit a Portfolio from the menu to the left of the page. Select the portfolio you wish to change.
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How do I delete stocks from my current portfolio?
Select Portfolio and then choose Delete a Portfolio from the menu to the left of the page. Choose a portfolio to delete and click on the trash can to the right of the portfolio you want to delete.
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How do I add stocks to my current portfolio?
Select Portfolio and then choose the portfolio that you wish to edit. Choose Add a Stock. You have the option to add one stock or select Add Multiple Stocks if you wish to add more than one stock. Add your newest stocks to your portfolio and select Add. Your portfolio will reappear with the additions you have just entered.
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What is the Technical Score and what does it mean?
Technical Stock Scores are based on a proprietary model that combines over 30 technical analysis indicators and factors; the Stock Score is a measure of technical analysis strength or weakness. The technical scoring is based on the most recent 200 days of market trading data for each particular stock. This score is updated daily to reflect a stock's momentum, liquidity and price behavior.
Ratings: Stock Scores is a numerical rank of an individual company's technical analysis strength on a scale of 1 to 100. The score can be translated into one of five rating categories as described our Search Tools Help section, which is available by choosing Help from the main navigation menu.

Why do some of my stocks not indicate a Technical score?
The technical scoring is based on the most recent 200 days of market trading data for each particular stock. Stocks that have traded for less than 200 days will not have a technical stock score due to insufficient trading data.
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How can I get news about stocks in my portfolio emailed to me?
Select Portfolio and go to Edit a Portfolio on the menu to the left of the page. Choose the portfolio from which you wish to get news. Within that portfolio you can choose to receive press releases via email for individual companies, or if you scroll to the bottom of the portfolio you can check the box Yes next to "Would you like a daily summary of this portfolio emailed to you in HTML format?" to get a summary of news emailed to you. Select Save Changes when you have completed your selections.

Choose Members from the main navigation menu and select Email Center from the menu on the left. Choose Yes next to "Portfolio(s) that you receive a daily summary via email" or "Portfolio(s) for which you have requested notification via email of breaking news".



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