Key Features: How To ...
In this section, you will find information about how to use the following portfolio features:
1. Auto-updating portfolio data
2. Portfolio Management
3. Portfolio by Email
Adjusting Auto-Updates Settings
There are three settings associated with 'Auto-Refresh':
Auto-Update Background Colors: What They Mean
A red highlight appears when the number updated is trending/ticks down; a green highlight appears when the number updated is trending/ticks up. NOTE: A green number will have a red background highlight when it is trending/ticks down, and a red number will have a green background highlight when it is trending/ticks up.
How to Create a Portfolio
You can create a new portfoilo via the 'My Portfolios' page.
How to Edit a Portfolio
You can edit an entire portfolio via both the 'My Portfolio' page or the Portfoilo Display page.
You can edit a single portfolio item/entry via the Portfolio Display page.
You can add a single item to your portfolio via the 'Add Item' button on the Portfolio Display page.
How to Delete a Portfolio
You can delete a portfolio via the 'My Portfolios' page.
How to Print Portfolios
You can print a single portfolio from the Portfolio Display page via the in-line 'Print Preview' feature.
You can print your list of portfolios from the 'My Portfolios' page via the in-line 'Print Preview' feature.
How to Download a Portfolio
How to Set Alerts
You can set alerts via the Portfolio Display page.
How to Change Your Default Portfolio View/Tab
You set or change your default portfolio view/tab by clicking the check-box found after your list of portfolio holdings via the Portfolio Display page.
How to Customize Columns Within the 'My View' Tab
You can customize which data columns you would like displayed on the 'My View' tab via the Portfolio Display page.
With a single click, have any of your portfolios sent to you daily and on Saturday. In the email, you will get daily closing prices, change, high, low and volume for each of your holdings. In addition, you will also get all of the news from the day that moved your investments, as well as a market overview for broader context.
To subscribe, simply create or visit your AOL Portfolios at http://finance.aol.com/portfolios/myportfolios and check the "Email me this portfolio" check-box associated with any of your portfolios. You can edit settings such as delivery day/time, news sources and report format by clicking the "Settings" link.
*Note to former 'Portfolio Direct' users: Portfolio Direct is now 'Portfolio by Email' and can be managed (created, edited, etc.) via AOL Portfolios(http://finance.aol.com/portfolios/myportfolios). The email address from which the email reports come has changed from "AOLPortDir@aol.com" to "AOL Portfolios@aol.com". To ensure you receive your email reports, please be sure the new email address is not blocked in your mail controls or caught in your spam filters.
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
1. Auto-Refresh of Portfolio Data
Adjusting Auto-Updates Settings
There are three settings associated with 'Auto-Refresh':
- a) 'highlight on' (default setting) ? This setting auto-refreshes the data on the page and uses a color background highlight to show which data elements have updated and which direction they are trending. (See below for more details.)
- b) 'no highlight' ? This setting auto-refreshes the data on the page but does not display any background color highlights. The data simply updates in-line with no visual highlight.
- c) 'off' ? This setting turns the 'Auto Refresh' feature off. Data will only update upon manual page refresh/reload.
Auto-Update Background Colors: What They Mean
A red highlight appears when the number updated is trending/ticks down; a green highlight appears when the number updated is trending/ticks up. NOTE: A green number will have a red background highlight when it is trending/ticks down, and a red number will have a green background highlight when it is trending/ticks up.
2. Portfolio Management
How to Create a Portfolio
You can create a new portfoilo via the 'My Portfolios' page.
How to Edit a Portfolio
You can edit an entire portfolio via both the 'My Portfolio' page or the Portfoilo Display page.
You can edit a single portfolio item/entry via the Portfolio Display page.
You can add a single item to your portfolio via the 'Add Item' button on the Portfolio Display page.
How to Delete a Portfolio
You can delete a portfolio via the 'My Portfolios' page.
How to Print Portfolios
You can print a single portfolio from the Portfolio Display page via the in-line 'Print Preview' feature.
You can print your list of portfolios from the 'My Portfolios' page via the in-line 'Print Preview' feature.
How to Download a Portfolio
How to Set Alerts
You can set alerts via the Portfolio Display page.
How to Change Your Default Portfolio View/Tab
You set or change your default portfolio view/tab by clicking the check-box found after your list of portfolio holdings via the Portfolio Display page.
How to Customize Columns Within the 'My View' Tab
You can customize which data columns you would like displayed on the 'My View' tab via the Portfolio Display page.
Portfolio by Email (Formerly 'Portfolio Direct')
With a single click, have any of your portfolios sent to you daily and on Saturday. In the email, you will get daily closing prices, change, high, low and volume for each of your holdings. In addition, you will also get all of the news from the day that moved your investments, as well as a market overview for broader context.
To subscribe, simply create or visit your AOL Portfolios at http://finance.aol.com/portfolios/myportfolios and check the "Email me this portfolio" check-box associated with any of your portfolios. You can edit settings such as delivery day/time, news sources and report format by clicking the "Settings" link.
*Note to former 'Portfolio Direct' users: Portfolio Direct is now 'Portfolio by Email' and can be managed (created, edited, etc.) via AOL Portfolios(http://finance.aol.com/portfolios/myportfolios). The email address from which the email reports come has changed from "AOLPortDir@aol.com" to "AOL Portfolios@aol.com". To ensure you receive your email reports, please be sure the new email address is not blocked in your mail controls or caught in your spam filters.