Create New Portfolio

Portfolios are simply sets of stocks which are assigned a unique name.

Create a new portfolio and assign its name
Select File->New, and assign a unique name to the new portfolio.

Add stocks to the portfolio

Example of a valid entry of a new stock :

Example of valid input for a new stock

The Yahoo symbol for this stock is CTR.TO. Note that the ticker field is input as CTR. StocksMonitor adds the correct suffix internally (.TO, in this case, corresponding to the Toronto Stock Exchange), using the entry in the Exchange field. Thus, the user does not need to remember these suffixes.

Average Price

Example :

Then the full 200 shares has an average price of 7.50.

Save your work