PortTrak - Updating Quotes

One of the powerful features of PortTrak is the ability to automatically update your portfolio based on information located on America Online. This feature of PortTrak is still available only to AOL members. We will soon be adding this feature for Web users as well. Here are the steps to doing a Quote Update from AOL:

1. Get your portfolio from America Online (Keyword: PORTFOLIO).

2. Choose the Print/Save button from the bottom of the AOL Portfolio. This creates a text version of your portfolio that you can save. (Note, if you skip step 2 and simply Save As... from the menu, you may get the wrong results in your PortTrak.)

3. Choose Save As from the Edit menu. Save your portfolio as Text. It doesn't matter what you name your AOL Portfolio when you save it, or where you save it.

Once you have a saved version of your portfolio:

From PortTrak, push the Update Quotes button, or use the menu item.

Locate your AOL Portfolio. PortTrak automatically takes the prices from your AOL Portfolio (which is the price of the last trade of the day) and inputs them into your PortTrak Portfolio.

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