Adding Your First Position To Porfolio Manager

Once you login you need to navigate to the “Portfolio” page where you will be able to see all the stocks that are currently added to your portfolio. If you are a new user you won’t see any stocks in your portfolio yet.

Here is a link you can right click and open in a new tab on your browser: https://cranecapllc.wpengine.com/portfolio/

Please note: If you click on the images in this tutorial you will need to click the “back button” on your browser to return to this tutorial to continue.

Assuming you know a position you would like to add to your portfolio you will need to choose the stock ticker with the stock ticker selector as shown below:

The Portfolio has a calendar feature where buy date and sell date calendar entries will be automatically created for you when you add stock to your portfolio. Please not the settings shown below and adjust them to the optimal buy-time and sell-time that you have found from your research:

In this example we are going to add $PCI to our portfolio. Once you have found the stock ticker using the selector please click  the “add” position button as shown below:

A new menu will appear where you can select the color to represent the ticker in your portfolio. Please select the color you would like as shown below:

After making the color selection please confirm the color selection buy clicking on the “choose” button as shown below:

Now you will see the data for all the dates of the calendar entry that will be created for you new portfolio entry. Please note below that the Ex-Dividend date data has been automatically filled out for you.

Please enter the buy price per share and the number of shares that you are adding to your portfolio as shown below:

Last but not least you will see that the projected buy date and projected sell date have been automatically calculated for you based off you user buy-time and user sell-time preferences as shown below:

When you are done filling out the settings above please confirm the new portfolio position buy clicking the “Save Stock Position” button as shown below:

You should now see the new position added to your portfolio. You will also notice that the initial position value and the estimated dividend payment has been automatically calculated for you. Note: The dividend payment is based off the dividend per share from the last Ex-Dividend date.

If you click the “Initial Value Chart” button it will show you are nice breakdown of the initial value percentage and dollar amount for each position in your portfolio.

Last but not least you should see on the far right that your trading calendar has been automatically populated for you will a buy date and a sell date as shown below:

Now you’re trading calendar and portfolio is setup with your first position!

If you have any questions don’t hesitate to email me at mdcrane@cranecapital.net.