QuickFolio

QuickFolios allow you to instantly create a long or short portfolio for a selected stock, or group of stocks, and can be created from several sections of the program including Stock Viewer, WatchLists, and the UniSearch Tool. The QuickFolio will automatically purchase the stocks you have selected at their current price. The initial investment of the QuickFolio can be customized, as well as the selections for margin and interest. The initial investment amount selected will be divided among the stock(s) selected using a dollar-weighted average.

Quickfolio Using the Local Toolbar:

1. Select the Viewers Tab or UniSearch .

2. Select a Viewer, or Watchlist, or Run a Search.

3. Left-click the first record listed, or tag the records that you wish to select.

4. Left-click the drop down arrow beside the Quickfolio Button.

5. Choose All, Selected, or Top #.

Choosing Select All will Quickfolio all the records visible on the Viewer Screen, Quickfolio Selected will only create a portfolio for the stocks tagged, and QuickFolio Top... will create a portfolio for top number of stocks.

Your QuickFolio choice will saved, and you can repeat the same type of QuickFolio by clicking the QuickFolioButton.

 To QuickTest using the Options Menu (right click method):

1. Left-click to select a stock, or tag multiple stocks in the Stock Viewer, WatchList, or UniSearch Screens.

2. Right-click on any of the stocks selected.

3. Left-click "QuickFolio.." from the Options Menu that appears.

4. Type a name for your QuickFolio.

5. Edit preferences:

• • Use the default Initial Investment amount, or type a new amount in the selection box.

  • Use the  default commission type/amount, or type a new amount in the selection box.

  • Select or Deselect the Use Margin option.

  • Select or Deselect the Use Interest option.

6. Click OK

The new QuickFolio will be listed on the Portfolios tab.

Setting QuickFolio Defaults:

1. Access the Program Settings Window by clicking the Configure Icon, (located next to the Alerts Button, in the top right corner of the program).

2. Click the Portfolio Tab.

3. Select QuickFolio from the left panel on the Portfolio Settings Window and make your selections for each of the options listed,

4. Click "Apply" to complete your changes.

Note: you may also access Portfolio Default Settings Window by clicking the Portfolio Tab on the Main Menu Bar, then clicking the Settings Icon to the right of the Tab Label.