DailyFinance Portfolio FAQs

• How do I add a new ticker to my portfolio?
• How do I add a new position to a ticker I already own?
• How do I add a new portfolio?
• What is the format for entering numbers?
• What do the S&P columns mean?
• How do I sort the positions in my portfolio?
• How do I delete a portfolio?
• I have mulitple positions in the same ticker. Where did they go?
• Will DailyFinance automatically update my stock if it splits?
• Why am I seeing an odd or incorrect gain or loss in my portfolio?
• How do I get a quote on an item that is already in my portfolio?
• Why does my portfolio show "N/A" for Valued and Gain/Loss?
• Why does my portfolio show "N/A" for % Portfolio?
• How do I find which positions contain quotes using multiple currencies?
  

Below each portfolio there is a blue bar that says “Add to Portfolio.” Enter the tickers you would like to add separated by spaces or commas and press “Enter” on your keyboard. These tickers should then be added to your portfolio.

Once you have added the ticker you’d like in your portfolio, you can edit the details in a couple of ways:

1. In the portfolio, click the button with the pencil marked “Edit” near the top of the page next to the Portfolio’s name.

2. On the row of the position you’d like to change, point your mouse to the pencil at the end of the row, then select “Edit.”

You can use the same process here that you use to add a new ticker to your portfolio. There’s also a faster way:

1. On the row of the position to which you’d like to add, point your mouse to the pencil at the end of the row, then select “Edit.”

2. In the window that appears, click the link at the bottom of the window labeled “Add Transaction.”

3. This will create a new line in the window.

4. Enter the Purchase Date, Number of Shares, the Per-Share Price and Commission paid (if applicable). Then click the blue “Update” button at the bottom of the window.

1. Go to your "My Portfolios" page, located here: http://www.dailyfinance.com/portfolios.

2. Next to "My Portfolios", click the button labeled "Create a New Portfolio."

You should enter the number of shares and purchase price in whole numbers or decimals up to two digits. The Portfolio application cannot accept fractions.

If you have a date entered for a transaction, the column labeled “S&P” will show the performance of the S&P500 index since that date – in essence it’s a benchmark for that particular holding. The “vs. S&P” column is your “%Gain/Loss” for that holding minus the “S&P” return – in other words, how has your position performed to-date vs. the S&P500.

You can re-sort any portfolio by clicking the black/gray title box at the top of the column by which you’d like to sort. The portfolio tool will remember what you’ve selected and will continue to display all of your portfolios in that order until you choose to sort by something else.

1. Go to your "My Portfolios" page, located here: http://www.dailyfinance.com/portfolios.

2. Go to the line that contains the portfolio you’d like to delete.

3. Point your mouse to the pencil at the end of that row, and click Delete when it appears.

4. Confirm that you’d like to delete the portfolio.

Stocks in which you have multiple positions are now rolled up into a single entry. This is noted by a small blue box next to the ticker symbol and a number inside that shows how many positions you have in that stock.

The information for these individual positions has not gone away. If you click on the number next to the ticker, a window will pop up showing you detailed information on each of the positions.

No. You will have to make these adjustments manually by changing your purchase price.

If you are seeing an odd, incorrect gain or loss on an item in 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.