How do I use smart portfolios?

smart portfolio Smart portfolios allow you to view performance information on specific subsets of your investment portfolio. Whereas the main Portfolio view includes all of your securities, a smart portfolio can be set up to include only securities from a particular investment account, or purchased within a certain date range, for example.

To create a smart portfolio:

Choose Manage>Add New Smart Portfolio. Using the sheet that appears, give the smart portfolio a name, then click the round plus and round minus buttons, respectively, to add and remove the rules that will determine which securities are displayed in the smart portfolio:

smart portfolio setup

Smart portfolio rules:

Rules are executed in the order in which they appear. To illustrate, the example above will first look at investment transactions in the account "Brokerage," then it will narrow those down to ones that are dated after January 1, 2007, and then it will exclude the security with symbol "GOOG." Only those securities that have investment transactions in "Brokerage" will appear in the smart portfolio, and the data displayed for them will only take into account transactions conducted in or after 2007.

smart portfolio in source listWhen you are done configuring the smart portfolio rules, click "OK" to add the new smart portfolio to the source list. It will appear under the main Portfolio - click the small disclosure triangele next to the Portfolio item to hide and show your smart portfolios. As you make changes to your investment accounts, each smart portfolio will dynamically update to show you information about the securities that match the rules you defined when that portfolio was created. The mini-graph will also update itself according to which portfolio you currently have selected.

 

Editing smart portfolios:

To edit the rules for an existing smart portfolio, select it in the source list and choose Manage>Edit Smart Portfolio. Any changes made to the smart portfolio rules will immediately take effect when you click "OK."

To delete a smart portfolio:

Select the smart portfolio in the source list and press the 'Delete' key on your keyboard, or choose Edit>Delete. A sheet will appear asking you to confirm that you want to permanently delete the portfolio. The securities displayed in the smart portfolio, and their associated investment transactions, will not be affected.