Quick searching by portfolio
  1. Click the Search tab and then click the Quick Search tab.
  2. Click in the Portfolio box to select a portfolio from the list.
  3. Click next to the Days Back box to specify how many days back to search.
  4. Select a product from the Product Menu.
  5. Click .
  • You must create a portfolio before you can use the portfolio quick search feature.
  • You can also search on additional tickers by typing them in the Ticker/Company box.
  • The Primary Ticker feature applies only to those tickers outside of your portfolio.
  • You can change the products that display in the Product Menu by adjusting your Preferences.
  • Click the More link at the bottom of your search results to retrieve more headlines on the specified search criteria.
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Related Topic
s
About quick searches
Quick searching by ticker/company
Understanding search results
Creating portfolios