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Portfolio Tracking and Other FAQs

Is there a list of exchanges supported by this site?

At present the following exchanges are supported:

  • New York Stock Exchange (NYSE)
  • American Stock Exchange (AMEX)
  • NASDAQ National Market ( NASDAQ NM)
  • NASDAQ Small-Cap (SMCAP)
  • OTC Bulletin Board (OTCBB)
  • Over-the-Counter [Other] (OTC)
  • Various Indices and Market Stats (DTN)

In addition, you may create Personal Symbols for instruments which are not listed by any of the aforementioned exchanges. Personal Symbols may also be used for any unlisted assets such as property, art, etc.

You can maintain Personal Symbols using the Portfolio Tracking ==> Personal Symbols page. Alternatively, you may create Personal Symbols 'on-the-fly' when entering Transactions by entering the Symbol with a suffix of "-PS", for example, MYFUND-PS.


Other FAQs:

My Preferences are not listed. Can they be added?

Can I set a default for the SEC fee?

Why cant I customize the columns of my Report or Chart?

How often is my portfolio data updated?

How is Time-Weighted Rate of Return calculated?

What can be done about incorrect historic prices?

Why is Profit today sometimes different from the Price Change?


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