If you are a .Mac subscriber, iBank makes it easy to publish your Portfolio to a web page and check the performance of your securities on the go! Create a unique page for each of your smart portfolios and get up-to-date quotes via any web browser.
To take advantage of this feature, you must be signed in to .Mac. Choose "System Preferences" from the Apple menu, then click the .Mac button to enter your account details and sign in.
Select the portfolio you want to publish from the source list, and click one of the buttons at the bottom of the portfolio view to determine which securites you want to publish (only visible securities will be published). Next, click the
button and choose "Publish Portfolio to .Mac." You will be asked to configure a few options before publishing:
Choose what information you would like to have displayed in your online portfolio, then click "Publish to .Mac" to continue. iBank will attempt to connect to your .Mac account (you must have an active Internet connection for this to work) and upload the portfolio data. When the process is complete, iBank will display an alert with an address where you can visit the site online:
You may publish your main Portfolio and/or any smart portfolios you wish to access online. Keep in mind that the online portfolios do not automatically synchronize with your iBank portfolios - any time you make changes to your portfolios in iBank (e.g. buying or selling shares, or changing smart portfolio settings), you must publish them again to see the changes reflected online.
Click the "Visit Site" button in the alert displayed by iBank after a portfolio has been published, or open any web browser and navigate to the address provided in that alert. A page similar to this one will appear:
When the page loads, it will automatically retrieve updated quotes for your securities and indices. You will see the following components on the page:
The name of the current portfolio is displayed as the title of the page (you can rename any portfolio in iBank by double-clicking its name in the source list).
Under the page title is a table with the same summary information you see when looking at any portfolio in iBank, plus the "% Daily Avg. Change" for all securities displayed.
Below the summary table is the "Update" button - click this to retrieve the latest quote information and update the security data displayed for the current portfolio. The "Last updated" date will change to show you the last time quotes were successfully retrieved.
Next to the update button is the portfolio selection menu. If you uploaded more than one portfolio from iBank, you can select which one to view here. The page will refresh automatically when you select a different portfolio to view. It may take a moment for the page to detect which portfolios have been uploaded - while it is searching, a progress wheel will appear next to the menu.
At the bottom of the screen is a table displaying all of your security information. Indices are listed in a separate section at the top of the table. Click any column header to sort the table according to that values in that column; click a second time to reverse the direction of the sort. Values in the "Change" and "% Change" columns will be colorized to show at a glance whether the security is up or down - green indicates a positive change, red indicates a negative change, and brown indicates no change. Watchlist items will appear with gray text.
The online portfolio page uses cookies to remember certain settings between sessions. If you visit the page from the same computer more than once, it will remember which portfolio you viewed last, which column you used for sorting, and which direction the values were sorted in. IGG Software does not use cookies to collect any information from you whatsoever.
If you want to remove a portfolio so that it is no longer available for viewing online, select it in the source list in iBank. Click the button and choose "Unpublish Portfolio." iBank will remove the selected portfolio from the online site.