Investments

Click on the image for a full size view. Words in green color indicate keyboard shortcuts

1. Click the 'Portfolio' menu at the top of the Investments window and select 'Add/Edit Investments'
   OR
   Right-click the stock you wish to add shares for and select 'Edit Investment' on the menu that appears
   OR
   Press Ctrl-I on your keyboard
2. Select 'Buy' or 'Sell/Short' on the 'Investment Type' field
3. Enter the symbol in the 'Symbol' field
4. Enter the number of shares bought/sold in the '# of Shares' field
5. Enter the price paid per share in the 'Price Per Share' field
6. Enter the total commission paid in the 'Commission' field (optional)
7. Enter 'Transaction Date' if different than the current date (auto display)
8. Click the 'Add New' button to add it to the list of investments.

1. Select the investment you wish to edit on the list at the top of the 'Edit Investments' window
2. Choose 'Direct Edit' from 'Operation Type'
3. Make the changes you wish to make
4. Click the 'Modify' button to apply the changes
5. Click the 'OK' button to save the changes

1. Select the investment you wish to remove on the list
2. Click the 'Remove' button to remove the investment
3. Click 'Remove All' to remove all investments

1. Click the 'Add Brokers' button at the top
   OR
   Click the 'Portfolio' menu at the top and select 'Edit Brokers'
   OR
   Press Ctrl+B
2. Type the name of the broker in the 'Broker Name' field
3. Type the account number in the Account # field
4. Click the 'Add New' button

1. Select the broker from the list of brokers you have entered
2. Click the 'Delete' button

1. Click the 'Realized Gains' button
   OR
   Click the 'Portfolio' menu and select 'Realized Gains'
   OR
   Press Ctrl+R
2. You can then use the 'Print' button to print the data
   OR
   Use the 'Export' button to export it to a comma separated value (CSV) file to be viewed in a spreadsheet, such as MS Excel

1. Click the 'Edit Groups' button; or click the 'Portfolio' menu and select 'Edit Groups'; or press Ctrl+G
2. Click 'New' to create a group name
3. Type the group name and press 'Enter' on your keyboard or click the 'OK' button
4. From the Available Symbols list, select a symbol to add to the group
5. Click the > button to move the symbol into the group
6. To change the order of the groups, select the group name on the list of groups and click the Move Up or Move Down buttons
7. To change the order of symbols in the group, select the symbol from the list of Symbols in the Group and click the Move Up or Move Down buttons
8. To remove a group, select the group name and click the Delete button
9. To rename a group, select the group name and click the Rename button
10. Once you are done making changes, click the OK button to save them

1. Click the 'Portfolio' menu at the top of the Investments window and select 'Edit Columns'
   OR
   Right-click on any column header and select 'Edit Columns' from the menu that appears
2. To add a column, select the data field you want from the 'Available Items' list and click the ' > ' button to add it to the Investments window
3. To remove a column, select the data field you wish to remove from the 'Selected Items' list and click the ' < ' button to remove it from the Investments window
4. To change the order of the columns in the Investments window, select the data field you wish to move in the 'Selected Items' list and click the 'Move Up' or 'Move Down' button
5. Click 'OK' to make your changes
6. You can have as many or as few columns in the Investments window as you want

1. Left-click on the column header you wish to move and hold the left mouse button down.
2. Move your mouse to where you want the column to be.
3. As you move your mouse horizontally, a white line will appear in between the column headers you mouse over.
4. When you reach the spot you want the column to be, let go of the left mouse button.

1. Right-click on the column header you wish to change
2. On the menu that appears, move your mouse to 'Change To'
3. From the list of available data fields, select the one you want in that column.

1. Click on the Column header. This will sort the Investments in Ascending order.
2. Click again to sort in Descending order.
3. Click again to unsort. i.e. in user-defined order

1. Click the 'Portfolio' menu at the top of the Investments window and select 'Alerts'
   OR
   Right click on a stock in the Investments window and select 'Add <symbol> Alert'
   OR
   Press Ctrl-A on your keyboard
2. In the Alerts window, type in the symbol you want an alert on
3. Select the field you want the alert to be based on
4. Enter a value for your alert (with greater than or less than if applicable)
5. Select whether to deactivate the alert after it is reached or to keep the alert active
6. Click 'Add' to add the alert to your list of alerts
7. Click 'OK' to leave the alerts manager and apply your alerts to your Investments window

1. Select the alert in the list of available alerts
2. Make your changes
3. Click 'Modify' on the right to apply the changes
4. Click the 'OK' button

1. Select the alert in the list of available alerts
2. Click 'Disable' or 'Enable', depending on whether the alert is active or not
3. Click the 'OK' button

1. Click the 'Portfolio' menu at the top of the Investments window and select 'Properties'
   OR
   Press Ctrl-O on your keyboard
2. You can change the currency your investments are valued in, what the Market Value of your investments is calculated on, the colour and font size and other properties
3. Click 'OK' to apply your changes

1. Right-click on the symbol you want and move your mouse to '<symbol> Tools'
2. Select 'Chart', 'Level 2', 'TS&Q (choose Streaming or Historical)' or 'News (choose Current, Historical or MidnightTrader)'

1. Click to highlight the symbol you want
2. Use the following keyboard shortcuts
   Ctrl-C: Chart
   Ctrl-L: Level 2
   Ctrl-T: Streamed TS&Q
   Ctrl-Shift-T: Historical TS&Q
   Ctrl-N: Current News
   Ctrl-Shift-N: Historical News
   Ctrl-M: MidnightTrader