Portfolios Help

We are experiencing an intermittant issue where a small portion of users are not able to access their portfolios. We are working to fully trouble shoot the issue and put a fix in place quickly. This page will be updated when we have an estimation on the timeline for this fix, so check back shortly. In the meantime, we can assure you that if you experience this problem, your data is not lost and will be accessible once we solve this issue. Thank you for your patience in this matter.

A small number of users have reported an issue where they sometimes have to sign-in a second time to view their portfolios even after they have signed-in to the AOL client software. We are working on a solution to this issue. In the meantime, for a manual work-around to this issue, click here for instructions. We apologize for any inconvenience this may have caused.

Our new "Classic" portfolio version setting will give users the ability to use a smaller, quicker version of the portfolios pages - which will also work well on mobile devices - like the pages we had prior to the current version going live. Users will be able to toggle between the new "Classic" version and the current "Full" version with a single click. Both the 'My Portfolios' main page and the Portfolio View page will carry this new option.

Effective March 27, 2009 after market close, Time Warner, Inc. (symbol: TWX) implemented a 1-for-3 reverse stock split. For more details or to learn how to apply this split to any ?TWX? holdings you may have stored in your AOL portfolios, click here: http://money.aol.com/help/portfolios/twx-split.

There are several new enhancements to the real-time headlines area of portfolios:

• New 'Sort by:' feature. Now you can sort results by:
  
  
  • 'Date' ? See the most recent portfolio headlines first from across your entire portfolio. See Figure 1 below for illustration.
  • 'Symbol'* ? See all symbols individually listed with the 3 most recent headlines showing for each symbol. See Figure 2 below for illustration.
• New 'Synopsis:' feature. Now you can view the first portion of each story under the headline. Select ?Show? or ?Hide? from the menu to turn the synopsis feature on or off. See Figure 3 below for illustration.

*NOTE: Prior to this feature upgrade, the default setting was 'Sort by: Symbol'. To revert to the previous default, simply select 'Symbol' from the ?Sort by:? menu and your preference will be saved.

Figure 1 ? 'Sort by: Date' Feature:

Figure 2 ? 'Sort by: Symbol' Feature:

Figure 3 ? 'Synopsis:' Feature

If the ?Finance? QuickView opens but the contents are blank, the most likely cause is due to a known incompatibility between AOL and Adobe Flash version 10 and above. AOL is working to address this issue which may take several weeks. To see which version of Flash you are using, you can click this link from Adobe which will tell you your specific version of Flash: here.

While AOL is working to address this incompatibility, users should be able to work around this issue by uninstalling Adobe Flash 10 or above and re-installing Adobe Flash version 9. Adobe Flash 9 can be found on the Adobe web site or by clicking here.

The content of the Netscape.com site was recently replaced by content from AOL.com. AOL Money & Finance portfolios are not affiliated with the former Netscape.com portfolios and any former Netscape.com portfolios are no longer available. We apologize for any inconvenience this may have caused.

The following feature enhancements are now live:

• 1. A new 'Print Preview' page for the 'My Portfolios' page (like the one used on Portfolio Display).
• 2. Auto-refresh* with or without the background color highlights (see image below).
• 3. A manual "Refresh" button on the portfolio pages.
• 4. Tighter column display widths on the 'My Portfolios' page


*NOTE: 'Live Updates' has been replaced with 'Auto-Refresh' (see image below):


For details on where to find ? or how to use ? the above features, click on the left-hand navigation item labeled 'Key Features: 'How to?''.

Also found on the 'Key Features: 'How to?'' page are articles and illustrations for commonly-asked questions about features such as:

1. Auto-updating portfolio data
• How to adjust auto-update settings
• What the auto-update highlight colors mean

2. Portfolio Management
• How to Create a portfolio
• How to Edit a portfolio
• How to Delete a portfolio
• How to Print portfolios
• How to Download a portfolio
• How to Set Alerts
• How to change your default portfolio view/tab
• How to customize columns within the 'My View' tab

3. Portfolio by Email
• How to turn on portfolio by email
• How to turn off portfolio by email




Known Issues


Portfolio by Email (Formerly 'Portfolio Direct') ? Alphabetical Sort
Some users of the former 'Portfolio Direct' (now 'Portfolio by Email') may see their portfolio holdings listed out of order alphabetically. We are working on a fix for this issue.

In the meantime, to manually fix this issue, simply open the 'Portfolio Direct' portfolio, click the 'Edit Portfolio' button and click the 'Save' button on the 'Edit Portfolio' page. This will re-set your portfolio to alphabetical ordering and all future emails should be returned to alphabetical ordering.

Printing Your Portfolio
Several users have written asking how to best print their portfolios. For some users of Internet Explorer, using the browser print function may not properly print. We are investigating this issue. In the meantime, please use our 'Print Preview' feature (found on both the 'My Portfolios' and Portfolio Display pages) which formats your portfolio pages cleanly for printing.

For details on where to find and how to use this feature and others, click on the left-hand navigation item labeled 'Key Features: 'How to?''.




Your Feedback


We appreciate your patience as we work to resolve any issues. Though we can?t reply personally due to the volume of suggestions and feedback we get, we do read all of the feedback you send us and will continue to post updates here, so please keep the feedback coming and check back here for further updates. Thank you.

Many of you have written to us asking where to find portfolio features you?ve been using for years. Here is a list of the most common features asked about and where you can now find them:

• 1. Portfolio Printing
• 2. Portfolio Auto-Refresh
• 3. Portfolio Download
• 4. Portfolio Total Values
• 5. Portfolio Holding Information

Click here for details about how to use these features