Communicator Help: My AOL Today for AOL<sup><font size=-3>®</font></sup> Communicator

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My AOL Today for AOL Communicator

Managing Your Portfolios

Editing a Portfolio
Adding an Item to a Portfolio
Adjusting or Moving Stock Data
Deleting a Portfolio
Deleting an Item from a Portfolio

Editing a Portfolio

To edit one of your existing portfolios:

1. On the My AOL Today screen, click Portfolio.
2. From the drop-down list labeled Choose a Portfolio, choose the one you want to edit.
3. Click Edit Portfolio.

The Edit Portfolio window opens for the portfolio you selected. You can use this window to edit the items in the portfolio or add new ones.
For complete details on using this window, see Create/Edit Portfolio.

Related topics:

Adding an Item to a Portfolio
Deleting an Item from a Portfolio
Creating a Portfolio

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Adding an Item to a Portfolio

If you know the ticker symbol:

1. On the My AOL Today screen, click Portfolio.
2. From the drop-down list of portfolios, choose the one to which you want to add an item.
3. Click Edit Portfolio.

The Edit Portfolio window opens for the portfolio you selected.
In the first blank line, enter a ticker symbol and any additional details about this item that you want to include.
If you have more than six items in your portfolio, you will need to click Next (near the bottom right) one or more times to find the next blank line.

4. Click Save.

If you don't know the ticker symbol:

1. On the My AOL Today screen, click Portfolio.
2. From the drop-down list of portfolios, choose the one to which you want to add an item.
3. Click Edit Portfolio.
4. The Edit Portfolio window opens for the portfolio you selected.
5. Click Symbol Lookup.

The Symbol Lookup window opens.

6. Type the first letters of the company or ticker symbol that you want, and click Symbol Lookup.

Matching symbols are displayed below.

7. Click the symbol you want to add.
8. Click Add to Portfolio.

The Add to Portfolio window appears. The ticker symbol you selected is automatically added to the Symbol field.
Add any additional details about this item in the appropriate fields (optional).

9. Click Save.

You'll see the Edit Portfolio window for this portfolio, with the new item added to the next open row.

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Adjusting or Moving Stock Data

To copy or move the data for one of your stocks, or adjust for a stock split:

1. On the My AOL Today screen, click Portfolio.
2. From the drop-down list of portfolios, choose the one that contains the stock you want to edit.
3. Click Edit Portfolio.
4. Click the S button beside the row you want to edit, or the T button beside the row you want to copy or move.

Follow the appropriate instructions for the resulting window:

Split Portfolio Item

1. Confirm that the item being split is the one you intend.

If not, click Cancel and click the S button beside the correct item.

2. Select the split ratio (or enter a custom ratio) for this stock.
3. Click Calculate New Values.
4. If you're sure the split ratio and new values are correct, click Save. If not, adjust the split ratio and click Calculate New Values again.

Transfer Portfolio Item

1. Confirm that the item being transferred is the one you want to transfer.

If not, click Cancel and click the T button beside the correct item.

2. Choose the destination portfolio from the drop-down list.
3. Click Move or Copy as appropriate.

Delayed Updates: Changes you make to your portfolios in My AOL Today are automatically reflected in the portfolio views available at finance.aol.com or AOL Keyword: My Portfolios for the same screen name.

However, subsequent changes you make at either of those locations will not be reflected in My AOL Today. Changes made in those locations show up only after you attempt to customize some aspect of a portfolio from My AOL Today.

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Deleting a Portfolio

To delete one of your portfolios:

1. Click Customize (near the top-right corner of the My AOL Today screen.)

The Customize My AOL Today window opens to My AOL Content.

2. Click Customize Content.

The Customize My AOL Today window displays Customize News.

3. Choose Portfolio from the drop-down list at the top of the window.

The My Portfolios window opens, showing a list of your portfolios.

4. Select the portfolio you want to delete.
5. Click Delete.
6. When asked to confirm the deletion, click OK.

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Deleting an Item from a Portfolio

To delete an item from one of your portfolios:

1. On the My AOL Today screen, click Portfolio.
2. From the drop-down list of portfolios, choose the one that you want to change.
3. Click Edit Portfolio.

The Edit Portfolio window opens for the portfolio you selected.

4. Click Delete beside the item you want to delete.
5. When asked to confirm the deletion, click OK.

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Last Updated September 16, 2003