A portfolio is a collection of stocks, mutual funds, cash or margin
debt entries. A portfolio can contain any number of items.
You can create as many portfolios
as you like.
To update the value of your
portfolios, click Update
 .
TakeStock displays commonly used information about each holding in a
portfolio, such as its symbol, company or fund name, last trade value,
number of shares held, etc. You can
customize the type of
information displayed by using the View | Choose Columns command.
TakeStock supports portfolios with a total currency value of
up to 4B (4,000,000,000). Summary information for portfolios
whose total values exceed 4B may not displayed correctly.
For more information, select a topic from the list on the left.
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