About Your AOL® Money & FinancePortfolio
FAQs
About Your AOL® Money &
Finance Portfolio
Your AOL® Money & Finance Portfolio is a group of
investments held or followed by you as an investor. Your portfolio
includes stocks, mutual funds, money markets, and/or cash, as well
as information about those investments. You can include additional
information such as the number of shares, purchase price per
share, purchase date, or any other relevant information.
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FAQs
About Portfolio Capacity
Maximum Number of Portfolios
Portfolio Naming Limitations
Portfolio Totaling Calculations
Add an Index to a Portfolio
Delete Portfolios
Cannot View Portfolios Created under One Screen
Name from Another Screen Name
No Purchase Occurs when Items are Added to Your
Portfolio
No Automatic Update of Stock Splits
Incorrect Gains or Losses in a Portfolio
Make Corrections or Changes to Information in a
Portfolio
Get a Quote for an Item Already in Your
Portfolio
Enter Numbers as Fractions or Decimals
Download and Save a Portfolio to Be Viewed in
Various Formats
How to Download (Export and Save) Your Portfolio
Information
Download into Excel
Excel Treats Some Numeric Entries as Text
Print Your Portfolio Information
Cannot Import Data from Other
Applications
Unable to See All Information
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About Portfolio Capacity
Each Money & Finance Portfolio can hold up to 100 items.
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Maximum Number of Portfolios
You can create up to 20 portfolios per screen name, with multiple
portfolios for each screen name.
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Portfolio Naming Limitations
Each Portfolio name is limited to 25 characters.
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Portfolio Totaling Calculations
Issues are quoted in the currency of the country where the
exchange is located. If your Portfolio contains issues from
different countries, it will not show a Total Value calculation,
because the currencies are mixed.
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Add an Index to a Portfolio
To add an Index to your existing portfolio:
1. Go to AOL® Keyword: Quotes.
2. Type the Index Symbol in the Enter a
Symbol: box (note that most Index symbols begin with"$").
3. Click the Get Quote button or theGo button.
4. Click the Add to Portfolio button. TheAdd to Portfolio form will open with theSymbol: box and drop-down list already
completed for you.
5. If you have more than one portfolio, click the Portfolio drop-down list, then click your desired
portfolio from the list to select it.
6. Click the Save button.
Note: Do not enter number of shares,
price per share, or any other information. You cannot buy an index
indicator, and entering information as if you did will adversely
impact calculations done for your portfolio.
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Delete Portfolios
To delete a portfolio:
1. Go to AOL Keyword: Portfolios.
2. Click the trash can icon at the right
end of the line on which the portfolio is listed.
3. Click the OK button to confirm the
deletion.
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Cannot View Portfolios Created under
One Screen Name from Another Screen Name
You must sign in to the screen name that created the portfolio in
order to view that portfolio.
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No Purchase Occurs when Items are
Added to Your Portfolio
The Quotes and My Portfolios online areas only track investments;
they do not purchase or trade investments for you.
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No Automatic Update of Stock Splits
When one of your stocks splits, you will need to update your
portfolio to reflect the new stock items. The AOL service will not
do this for you.
To calculate a split:
1. Go to AOL Keyword: Portfolios.
2. Click the Edit button.
3. Click the Split tab.
4. Select the appropriate split ratio.
Note: AOL will calculate and adjust your purchase price and number of shares for you.
5. Click the OK button.
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Incorrect Gains or Losses in a
Portfolio
Incorrect gains or losses may indicate that an incorrect purchase
price was entered when an item was added to your portfolio. Ensure
that you have entered the purchase price correctly. Always enter the purchase price per share, not the value of the total purchase
cost.
Make Corrections or Changes to
Information in a Portfolio
Information in a portfolio can be easily edited at AOL Keyword:Portfolios.
For more information, see Quotes and
Portfolios Help: Editing a Portfolio.
Get a Quote for an Item Already in
Your Portfolio
Click the symbol in your Portfolio and the Quote page will appear
for that symbol.
Enter Numbers as Fractions or
Decimals
Enter the number of shares and purchase price in fractions such as
3 3/4 or as decimals such as 3.75. With fractions, use a space
between the whole number and the fraction, where applicable.
Download and Save a Portfolio To Be
Viewed in Various Formats
You can download your portfolio as one of the following formats:
- Tab-delimited (recommended for spreadsheets or text documents)
- Comma-delimited (recommended for databases)
- Quicken
- MetaStock
How to Download (Export and Save)
Your Portfolio Information
See Quotes
and Portfolios Help: Downloading Your Portfolio Data.
Download into Excel
You can choose a Portfolio download format that imports into
Excel, such as tab- or comma-delimited formats.
Excel Treats Some Numeric Entries
as Text
There are some instances where Excel identifies stand-alone
fractions as text rather than numbers. If the fraction is
accompanied by a number such as 2 1/2 it should translate
correctly, but if the number is just a fraction, such as 1/2, it
may not translate into Excel correctly.
Print Your Portfolio Information
To print a portfolio:
1. Go to AOL Keyword: Portfolios.
2. Click the link to the portfolio you want to print.
3. Click the Print button. A preview of
your portfolio will be opened in a new window.
4. Click the Print button.
Note: For best results, use your print
settings to choose landscape formatting.
Cannot Import Data from Other
Applications
Offline data from other applications cannot be imported and
uploaded into your online portfolio. All data must be entered
manually.
Unable to See All Information
You may be unable to see all of your portfolio information at once
if your screen resolution is lower than that recommended. Check
the screen for scroll bars -- you may need to scroll left or right
to see all the displayed data. Because the portfolio forms are
designed to be viewed at a higher resolution, consider changing
your AOL® font size to "small" to view more information.
To change the AOL font size for PC users:
1. On the AOL® toolbar, click the Settings icon.
2. On the Index tab, scroll down and clickFont and Text.
3. Next to Where possible, display the following
size of text on AOL: click to mark the Small option.
4. Click the Save button.
5. In the top right corner of the Settings
Main window, click the red X
button.
If that procedure does not work, more advanced users should
consider changing the default font size or monitor resolution in
the Windows® operating system. Before signing in to the AOL
service, go to your Windows Control Panel and adjust your font
size or monitor resolution.
Note: You may need to restart your
computer to implement those system preferences in Windows before
signing in to AOL.
To change the font size for Mac® users:
1. On the AOL menu on the AOL toolbar,
click Preferences....
2. Scroll through the icons on the left side of the screen, then
click the Font icon.
3. Click the Default font: drop-down list,
then click to select Geneva.
4. Click the Size: drop down list, then
click to select size 12.
5. Click the OK button.
If that does not work, more advanced users should consider
changing the default font size or monitor resolution for their
system.
To change the monitor resolution:
1. On the Apple® menu, clickSystem Preferences....
2. Click Displays.
3. Click to choose the higher resolution you want.
4. Click the Confirm button.
Note: You may need to restart your
computer for the changes to take effect.
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