How To Use MarketClub's Portfolio Manager

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.

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FAQs

How do I add or delete a portfolio list?
How do I name or rename a portfolio list?
How do I add a symbol to my portfolio?
How do I 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 list?

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.

Add Or Remove Portfolio List

How do I name or rename a portfolio list?

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.

Rename Portfolio List

How do I add a symbol to my portfolio?

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

In your Portfolio Manager, 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.

Portfolio Manager Add A Symbol

On the MarketClub homepage, 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."

Search Box Add A Symbol

From any Chart Analysis Score page or small thumbnail chart, there is a link in the lower right-hand corner of the thumbnail chart to add that symbol to your portfolio.

Chart Analysis Score Add A Symbol

How do I delete a symbol from my portfolio?

In your Portfolio Manager, click on the symbol you would like to remove and then click the ‘-’ button in the bottom left-hand corner of the symbol window.

Portfolio Delete Symbol

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.

Filter Portfolio

How do I chart analyze my entire portfolio?

Members find this to be one of the most useful tools of MarketClub. By clicking the link at the bottom of your portfolio, located in the Data Central tab, you can analyze your entire portfolio using our proprietary technology. The strengths and weaknesses of your portfolio symbols will be represented by our Chart Analysis Score.

Analyze Portfolio

How many portfolio symbols can I put in my portfolio?

At the present time, there is no limit to the number of portfolios or symbols within the portfolios.

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2 thoughts on “How To Use MarketClub's Portfolio Manager

  1. I am a member
    I have been able to access my portfolio rarely, waiting for open, then only once opening

    Have left it trying to open overnight still does not open

    Thank you for helping

    Dean

    1. Hi Dean,

      Here are some steps to that should clear up the issue that you are experiencing.

      1. Update your browser to the latest version using the link below.

      Chrome - https://www.google.com/chrome/browser/desktop/

      Firefox - https://www.mozilla.org/en-US/firefox/new/?scene=2

      2. Delete any bookmarks and access MarketClub directly through https://club.ino.com/join/login.html.

      3. Shut down and restart your computer.

      4. Go to MarketClub using the new link.

      Let me know if that clears up your issue.

      Best,
      Jeremy

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