PortTrak 2.0 - Dealing with Data,
Updating Quotes - Internet

At present, the only place to update your portfolio is Yahoo (www.yahoo.com). Go to Yahoo, and click on the "Stock Quotes" link immediately beneath the advertisement.

This will bring you to a screen where you may enter stock symbols. Enter as many as you'd like, separated by a space, and then hit the "Get Quotes" button.

This will generate a screen full of your quotes, and underneath this screen, you'll see a link that says "Download Spreadsheet Format". Click that, and you'll be able to download the details of your portfolio in a way that allows PortTrak to update your information.

Once you have a saved version of your portfolio:

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

PortTrak automatically takes the prices from your internet 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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