This page contains answers to common questions asked of our support staff about Portfolio Manager along with some tips and tricks we have found useful.

Click on the question below to go directly to the answer

Should I set up the portfolios first or define my securities first?
Can I track market indices?
Some of my security values were not updated
Do I have to use the Cash Account?
Should I use a margin account?
Does ScoreCard support shortcuts?
Do you have any tips for selecting multiple portfolios in a list, e.g. for a report?
Can I value my portfolio for a prior calendar date?
I entered manual quotes, but the security values aren't updated. Why not?
The Portfolio Invested Amount does not equal the Total Cost of the securities?
I entered a Buy transaction for a mutual fund and the total does not agree with my statement.