AAII.com: New Portfolio Tracker and Journal Tools
by CI Staff
AAII’s new Portfolio Tracker, from QuoteMedia, allows members to track up to 10 portfolios with up to 52 symbols in each portfolio. Creating new portfolios is simple—for each security just enter the ticker symbol, number of shares, purchase price, date bought and commission paid. The default view is Portfolio Value view, showing portfolio performance by individual security as well as entire portfolio performance.
The Detailed View breaks the portfolio down by security and reports current quote data for each including: current, bid and ask, 52-week high and low and the day’s high and low prices; daily volume; price-earnings ratio and more. A quick price and volume chart is also displayed.
The Fundamentals tab lists fundamental data for each security such as yield and price-earnings ratio. You can compare your portfolio’s performance to a number of market indexes in the Market Info tab and record other personal assets such as cash or jewels in the Assets area.
All data is delayed by 15 minutes. To view the newly added quotes and research for individual securities, click the ticker symbol.
To access the Portfolio Tracker, click on My Portfolio at the home page or go to www.aaii.com/research/tools/portfolio.cfm.
You can now download the entire issue of the AAII Journal in PDF format. In the past, the AAII Journal articles were each available on-line as separate downloads. Now you can download and read the AAII Journal in its entirety in one PDF file. To download the PDF, you will need Adobe Acrobat Reader (a free download at www.adobe.com).
Each AAII Journal includes “bookmarks” that allow you to jump to any article or section quickly. You can also read page-by-page. To download the most recent AAII Journal, go to www.aaii.com/journal and choose the “Download the full AAII Journal” link.
AAII members can now comment on select articles posted at AAII.com. Starting with the August 2008 issue and going forward, all AAII Journal articles include an “Add Comment” link. You can also comment on all Classroom articles, AAII Guides and select other AAII Web articles. The comment link is found at the top of the article and also at the bottom of each article page.
If an article does not have any comments, you can add your thoughts by choosing the “Add Comment” link. If others have commented, the link is called “Comment” and lists the number of current comments. You can read these comments by scrolling to the bottom of the article.
You must be logged in to AAII.com to post a comment. Your name and location are automatically filled in, but you can change those if you like. You can also post a comment anonymously.