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Online Help and Frequently Asked Questions

Portfolio Questions

  1. How many portfolios am I entitled to?
  2. How do I edit a portfolio?
  3. How many securities may I track per portfolio?
  4. What do the icons next to the ticker represent?
  5. Are stock splits automatically accounted for in portfolios?
  6. Why has my purchase price and number of shares changed?
  7. What is LiveTicker?
  8. I have not yet set up a LiveTicker but ticker symbols and financial data are already displayed in the LiveTicker window. What do these symbols represent?
  9. What is Flash Mail?
  10. How do I set up Flash Mail?
  11. How long does Thomson keep Stock Alerts on file?
  12. What are short positions?
  13. Am I limited to the number of custom settings I can use per portfolio?
  14. Who should I contact if I have a question that isn't answered here?

How many portfolios am I entitled to?
Registered Members may set up and monitor up to 10 portfolios.

How do I edit a portfolio?
At any point in the site, click on "Your Portfolio" then "Edit This Portfolio". Edit the information as needed and click the "Submit" button.

How many securities may I track per portfolio?
Registered Guests and Registered Members may track up to 25 securities per portfolio.

What do the icons next to the ticker represent?
Each alerts pertain to a security in your portfolio, an icon will appear next to the ticker:
- News - Charting - Alerts
Click on one of the icons to view the corresponding data.

Are stock splits automatically accounted for in portfolios?
Yes. The number of shares held and initial transaction price will be adjusted for stock splits from the date you enter the initial transaction. You will be notified of stock splits through alerts.

Why has my purchase price and number of shares changed?
Your original purchase price and number of shares may change in order to reflect stock splits that have occurred.

What is LiveTicker?
LiveTicker is a portfolio that automatically updates at regular intervals and can be present on your desktop for monitoring regardless of whether or not you're logged on to Fox Market Wire. To access LiveTicker, simply click on "LiveTicker" on the today's market page in your portfolio. LiveTicker will appear as a separate browser window.

I have not yet set up a Portfolio but ticker symbols and financial data are already displayed in the LiveTicker window. What do these symbols represent?
LiveTicker is programmed to automatically display real-time data for the Dow Jones Industrial Average (INDU), NASDAQ Composite (COMPX), S&P; 500 (INX), New York Stock Exchange Composite - NYSE (NYA.X), and the American Stock Exchange Composite - AMEX (XAX.X).

What is Flash Mail?
Flash Mail notifies you via e-mail at the end of the business day with news and other information affecting your portfolio.

How do I set up Flash Mail?
You must have an existing portfolio in order to set up Flash Mail. Flash Mail is automatically turned on when you create your first portfolio. To set up Flash Mail, go to "Customize Portfolio." After selecting the FlashMail link, you will be able to turn your FlashMail off/on and make changes to your FlashMail settings. FlashMail alerts will be generated only from the portfolio that you have selected as your default. Set your "triggers" (preferences for receiving mail) by entering values and clicking the checkboxes that interest you. To update these changes click the "Submit" button.

How long does Thomson keep Stock Alerts on file?
Thomson generates alerts for many events that affect your investments. Alerts are held for varying time periods as given below:
  • Expected earnings announcements - 5 weeks
  • Earnings surprises - 5 weeks
  • Dividend reports - 10 weeks
  • Revision in earnings estimates - 10 weeks
  • Changes in consensus recommendations - 10 weeks
  • Insider activity - 10 weeks
  • Short interest ratio - 10 weeks
  • Price changes of more than 3% - 2 weeks

What are short positions?
When you are in a short position, you have borrowed stock from your broker/dealer and then have sold it. Like any loan you are obligated to return the original stock to your broker/dealer at some time in the future and pay interest on your borrowings . Ideally, the price of the stock will go down so that you can buy the stock back at a lower price, thereby profiting from the purchase as well as enabling you to sell the price difference.

In my custom view, am I limited to the number of selections I can use?
Our system is designed to allow you to have up to 20 selections in your custom view. We recommend that you limit the number of selections to 10.

Who should I contact if I have a question that isn't answered here?
Who should I contact if I have a question that isn't answered here? You may contact our customer service department at Foxmarketwire@thomsoninvest.net.


 
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