Buying Stocks using a Search:
Select a portfolio. The selected portfolio will be highlighted on the left side.
Click the "Manage Portfolio" Button on the Local Toolbar.
Select "Buy From Search".
Complete the information on the Buy from Search Window. (See below for more information)
Select a Search from the Search Directory, located on the left.
Click "Buy Stocks".
The Buy From Search/Short From Search Window Explained:
The Search Directory may be shown or hidden. Use the double arrows to display or hide the directory, as needed.
Invest all or specified amount/Total: This option will invest the total amount of the available buying power into the number of stocks selected.
Invest all or specified amount/Per Position: This option will limit the minimum and maximum amount invested in a position to the dollar amount specified by the user.
Invest average value of portfolio/Per Position: This option will calculate the average value of the positions in your portfolio, and invest a similar amount into new positions. If the available buying power is more than the average value, the excess buying power will be reserved.
Max stocks per industry: Click the selection box to limit the number of positions in any one industry, then select the number you wish to choose.
Max stocks per sector: Click the selection box to limit the number of positions in any one sector, then select the number you wish to choose.
# of stocks: Use this option to select the number of stocks you wish to purchase.
No Duplicates: Click the selection box to prevent buying additional shares of an existing position.
Max % Avg Vol: Click the selection box to place a limit on the number of shares purchased to a maximum percentage of the average volume, then select the desired percentage.
Max % Shares: Click the selection box to place a limit on the number of shares purchased to a maximum percentage of the actual shares traded the day of purchase, then select the desired percentage.
Date/Time Control: You may use the date time control to select a past purchase date/time for your stock selections.
Current Day's Close:
Current Day's Open:
Next Day's Open:
Next Day's Average: