You can have a maximum of three portfolios for your username. If you do not have any portfolio for you yet, you can start creating one right here. You can also modify and delete your existing portfolios on this page. You can select any CUSIP link to access the issue details for that particular issue.
In the Portfolio Management page you will find columns for each portfolio displaying CUSIP and Issue Description for each issue. Number of issues covered by the portfolio is displayed on the top of each column. You will also find a checkbox in front of each issue.
Note: You will be accessing Portfolio Management pages through SSL (Secured Socket Layer)
You can choose one or more issues from the search result by selecting the corresponding checkbox placed before each issue. Issues can be selected across multiple pages. You can also select all the issues displayed on the page by selecting the “(All)” link provided above the checkboxes. This will select the first 200 issues in the list. You can deselect all the checkboxes by selecting the “(All)” link again. You can select a maximum of any 200 issues for each of your portfolios. If you have selected more than 200 issues, in that case, only the first 200 issues will be added when you are adding issues to a portfolio.
Below each column for portfolio, you will find a “Delete Selected” button. You will be able to select this button, only if you have chosen one or more issues by selecting the corresponding checkboxes. On selecting this button the selected issues will be removed from this portfolio. A confirmation dialog box will ask you, if you really want to remove the selected issues from the portfolio. Select the “OK” button to proceed or “Cancel” button to abort the operation.
You can access the Edit Portfolio page by selecting the “Edit” link on top of the portfolio column. This will bring up the Edit Portfolio page for that particular portfolio. You can change the Portfolio Name and modify the CUSIP series entered, separated by commas. Select the Save button when you are finished with editing. You will be back on the Portfolio Management page. A message will be displayed on the top confirming successful modification of the portfolio. You can also select the Close button if you do not want to save the modifications you have made to the portfolio.
You will find a “Delete” link beside the “Edit” link for each portfolio column. Selecting this “Delete” link will remove the portfolio. You will be asked to confirm deletion through a dialog box before the portfolio is removed. When a portfolio is deleted, the column would become empty. You will find a new link “Create New Portfolio” on the top, instead of “Edit” and “Delete” link for that column. The “Create New Portfolio” link is explained below.
You can select the “Create New Portfolio” link to access the Create Portfolio page. Here you need to enter the Portfolio Name and the CUSIP. You can enter CUSIP for each issue separated by commas. You can have a maximum of 200 issues for a portfolio. Select the “Save” button to confirm creation of the new portfolio. The newly created portfolio will be displayed in a column on the Portfolio Management page. If you select the “Close” button the portfolio will not be created.