TakeStock Version 0.15j Copyright © 2011 Ravi Bhavnani All Rights Reserved

Introduction Portfolios Creating, renaming and deleting portfolios Updating portfolio values Customizing displayed information Printing a portfolio Holdings Quote bar Charts Recent news Symbol finder Historical prices TakeStock options Backing up your TakeStock data

Creating, renaming and deleting portfolios   Creating a portfolio To create a portfolio, select Portfolio | New or click the New Portfolio toolbar button.  TakeStock displays the "New Portfolio" window.  Enter a portfolio name, and an optional comment.  Click OK to create the portfolio. Renaming a portfolio To rename the currently displayed portfolio or to change its comment, select Portfolio | Edit.  TakeStock displays the "Edit Portfolio" window.  Enter the portfolio's new name and/or comment, and click OK. Deleting a portfolio To delete the currently displayed portfolio, select Portfolio | Delete.  TakeStock displays a confirmation message.  Click Yes to delete the portfolio.