My Portfolios Basics

My Portfolios Basics

There are two ways you can utilize ‘My Portfolios’ tool:
a) My Portfolio 1 and
b) My Portfolio 2.
Under each option you can input ticker symbols for stocks, mutual funds, and ETFs in your portfolio and the proportion percentages and then select Enter. The output displays important financial information and performance for your portfolio and comparison with the financial market
Choose ‘Save Report’ – this will save your list. To save your information requires ‘e-mail’ and ‘password.’
‘E-mail Report’ selection e-mails the report to you.

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