MSN MoneyCentral Investor: Getting Started with Portfolio ManagerMark VandewayMSN MoneyCentral Product LeadProduct Support ServicesMicrosoft Corporation
AgendaMSN® MoneyCentral™ at http://moneycentral.msn.com/ • Requirements • Downloading the ActiveX® controls • Signing in to Passport • Setting up your first account • Entering transactions • Customizing the settings • The non-ActiveX Portfolio • Troubleshooting
Requirements • To access the deluxe ActiveX version of Portfolio Manager, you must: • Be using Windows® 95 or later • Be using version 4.0 or later of Internet Explorer or Netscape • Allow cookies, scripting, and downloading of ActiveX controls • Other operating systems and browser combinations access the more limited HTML version of Portfolio Manager
Downloading the ActiveX Controls • The controls need to be downloaded the first time you try to access “My Portfolio” on the MoneyCentral site. • Clicking the “Download MoneyCentral Deluxe” link will begin the process. This should take only a few minutes depending on your Internet connection speed and the amount of congestion on specific servers along the way.
Downloading the ActiveX Controls (continued) • Accept the Microsoft Certificate if asked. • Wait for the Chart to display and then click “I see the chart”.
Downloading the ActiveX Controls Troubleshooting • Most installation problems are caused by restrictions and/or limitations of the computer. This may be caused by: • Browser settings and/or preferences • Anti-virus or Internet security software • LAN firewall or proxy server restrictions • Or even something as simple as an incorrect system date on this computer • Installation Frequently Asked Questions:http://support.microsoft.com/support/investor/faq/default.asp#Common(Note that the URL should be entered as one line; it is wrapped here for readability.)
Signing In to Passport • After the controls have been installed, you’ll need to sign in to your Passport, or create a new Passport if you don’t have one. • Your Passport is used to uniquely identify your portfolio data file if you need to access this data from different computers or if you want to create completely independent data files on one computer (for a husband and wife, for example).
Signing In to Passport (continued) • Enter your Passport name and password • If you don’t have a Passport, click the “Get one here” link and create a new Passport.
Setting Up Your First Account • The first time you sign in to Portfolio Manager, you will be prompted to create your first account using the Portfolio Manager Setup Wizard.
Setting Up Your First Account (continued) • It’s a good idea to figure out how you want to organize your investments and then to set up separate accounts based on that plan. For example: • An account for each corresponding brokerage account you have. • An account for any privately held shares. • One or more watch accounts to track different types of securities you’re interested in. • Other desired groupings (sectors, types, and similar items).
Setting Up Your First Account (continued) • The Portfolio Manager New Account Wizard will prompt you for the type of account: • Regular: an account that you manually track and update • Watch: for securities you don’t currently own but want to track • Imported: get the transactions from another source: Money, Quicken, your broker, and others)
Entering Transactions • After you have set up at least one account, you can begin entering transactions for your investments.
Entering Transactions (continued) • Click New Transaction and select the appropriate Investment type: stock, mutual fund, bond, or other • Enter the details for the initial purchase: • Date • Quantity • Fund Price • Other details (as needed)
Entering Transactions (continued) • After the initial purchase has been recorded, you can double-click the investment to add new transactions in its Investment Details. • For example: • Buys • Sells • Dividends • Interest • Others (as needed)
Customizing the Settings • Settings that can be adjusted include: • Columns displayed and their order • How your accounts and investments within the accounts are sorted • Which accounts to show • Whether or not to show sold securities • Grouping your investments (by accounts, position, security type, risk, or other criteria) • Whether to enable your data for “Multiple Computer” access through the File menu by clicking Save Portfolio. • Other general preferences accessed through the Edit menu by clicking Preferences.
Customizing the SettingsColumns • On the Columns menu, click Customize Column Set and create your own column set, or choose one that is pre-defined.
Customizing the SettingsAccounts • The Accounts menu allows you to: • Select a specific account, selected accounts, or all accounts. • Choose whether to include Watch Accounts and/or Sold Securities. • Group your investments differently: • Accounts • Position • Risk • Other criteria
Customizing the SettingsWhere to save your file, back up, and print • From the File menu, you can: • Print the portfolio or transactions • Choose where to save your portfolio data • Make a backup • Restore a backup • Import • Export
Customizing the SettingsPreferences • On the Edit menu, the Preferences command allows you to change additional settings.
The Non-ActiveX Portfolio • Operating system and browsers that are not capable of supporting the ActiveX controls, access the HTML version of the Portfoliohttp://moneycentral.msn.com/investor/dlportmgr/pmviews.asp
The Non-ActiveX PortfolioNew Account • Clicking New Accountallows you to add anew account and include your initial entries for the securities trackedin this account.
The Non-ActiveX PortfolioEdit Account • Clicking Edit Account allows you to make changes to an existing account.
The Non-ActiveX PortfolioView Options • Clicking View Options allows you to change the columns displayed.
Troubleshooting • Technical Support’s Contact Us page: • http://moneycentral.msn.com/help/techsup/ • Portfolio Manager’s “How Do I” Help Topics: • http://moneycentral.msn.com/investor/help/howdoi/hdiportmgr.asp • Other Help Topics and Glossary items: • http://moneycentral.msn.com/investor/help/home.asp (Note that the URLs should be entered as one line; they wrapped here for readability.)
Troubleshooting (continued) • Support Frequently Asked Questions: • http://support.microsoft.com/support/investor/faq/default.asp • Microsoft Support Center articles: 1. Go to http://support.microsoft.com/. 2. Select “MoneyCentral” as the product. 3. Select the type of search. 4. Type your search word, phrase, or question. 5. Click “go” or press ENTER. (Note that the URL should be entered as one line; it is wrapped here for readability.)