Customize Your Portfolio

 

Your Portfolio home page can be customized to display a personalized Watch List, News section, and Chart displaying one of three market indices. News displayed on your Portfolio page corresponds to stocks listed in your current positions, open orders, and default watch list.


Set Your "Default" Watch List

  1. Select View Portfolio from the Portfolio drop-down menu.
  2. Click the "Customize" link located below the Balances section.



  3. Choose a Watch List from the drop-down menu.
    If you don't have a Watch List yet, see Watch Lists for more information.
  4. Click "Save Settings" apply your change and return to the Portfolio page.

Set Your "Default" Index Chart

  1. Select View Portfolio from the Portfolio drop-down menu.
  2. Click the "Customize" link located below the Balances section.
  3. Click the radio button in front of the Index of your choice.
    (Dow Jones, S&P500 or NASDAQ)
  4. Click "Save Settings" apply your change and return to the Portfolio page.