PortTrak 2.0 - Dealing with Data,
Updating Quotes - America Online

One of the powerful features of PortTrak is the ability to automatically update your portfolio based on information located on America Online. Here are the steps to doing a Quote Update:

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

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.)

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, go to the PortTrak menu, the Update Quotes selection, and choose "Automatically - AOL". This will present a window that will prompt you to locate the file you just created in America Online.

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

Back to Dealing With Data

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