MarketClub’s Portfolio Manager allows you to create multiple watch lists that can be instantly analyzed for major market trends. Use the Portfolio Manager to organize your portfolio symbols the way YOU want. Since MarketClub’s tools can be used for stocks, futures, Forex, mutual funds, and ETFs, you can see your diverse portfolio holdings in one glance.

Below is a video tutorial, as well as the most frequently asked questions and answers to help you get the most out of your Portfolio tool.

Didn’t see the answer you were looking for? Please contact our support team for additional help.

FAQs

How do I add or delete a portfolio?
How do I name or rename a portfolio?
How do I add/delete a symbol from my portfolio?
Can I rearrange my portfolios and symbols?
How do I move a symbol from one portfolio to another?
Can I filter my portfolio?
How do I analyze my entire portfolio?
How many portfolio symbols can I put in my portfolio?

How do I add or delete a portfolio?

To add a new portfolio, simply click on the ‘+’ button in the bottom left-hand corner of the portfolio window.

To delete a portfolio, click on the name of the portfolio you wish to remove in the portfolio list, then click on the ‘-’ button in the bottom left-hand corner of the portfolio window.

How do I name a portfolio?

To name or rename a portfolio, double-click on the name in the portfolio list and once it is highlighted in black, click the highlighted text and type in your preferred title.

How do I add or delete a symbol in my portfolio?

There are many places around MarketClub that will allow you to add symbols to your portfolio.

ADD: You can use the search box in the top-right hand corner to search for a symbol and then use the pull-down to select “Add To My Portfolio.”

To ADD a symbol to your portfolio, click the ‘+’ button in the bottom left-hand corner of the symbol window and begin typing the name or symbol. When the desired symbol is available in the list below the search box, double-click to add to your portfolio.

To DELETE a symbol from your portfolio, click on the symbol you would like to remove and then click the ‘-’ button in the bottom left-hand corner of the symbol window.

Can I rearrange my portfolios and symbols?

To change the order of your portfolios, left-click and drag the name of the portfolio to the position you would like and then release the left mouse button (drag-and-drop).

To rearrange or rank symbols in any of your portfolios, simply click on any of the column headings to sort in ascending or descending order. You can also drag-and-drop columns as well as individual symbols to customize their order.

How do I move a symbol from one portfolio to another?

To move symbols from one portfolio to another, click and drag the name of the symbol over the name of the portfolio you wish to move it to, and release the left mouse button.

Can I filter my portfolio?

Click on the ‘Filter’ box in the upper right-hand corner of the portfolio manager window and begin typing the name or symbol you would like to find. The portfolio will dynamically update as you type.

How do I analyze my entire portfolio?

Members find this to be one of the most useful tools of MarketClub . By clicking this link on the bottom of your portfolio, located on your MarketClub Homepage, you will analyze your entire portfolio using our proprietary technology. The strength/weakness of your portfolio symbols will be represented by our Chart Analysis Score.