Dummy Portfolio

[joemcguirk@gmail.com]

Can I set up a dummy (virtual) portfolio without actually making trades? If so, how?

[Mark]

Hello,

Yes. You can either set it up manually in the Portfolio Editor window, or use the New Portfolio Wizard.

Portfolio Editor: Open up this window if it isn't already by selecting "View / Portfolio Editor". Right mouse click on an existing sub-portfolio, where you want to add this dummy portfolio. Choose "New Sub-Portfolio..." from the menu, and assign the name you want. Right mouse click on this new sub-portfolio, and choose "New Investment..." to create a new investment. Repeat for additional investments.

New Portfolio Wizard: Select "File / New Portfolio Wizard", and choose to manually enter starting positions when prompted.

[joemcguirk@gmail.com]

OK, thanks.