My Folio

If your time for portfolio management is limited, use the MY FOLIO section of Hedgefolios to rapidly make sure your stocks are moving in the right direction. Similar to a portfolio tracker, MY FOLIO allows you to watch up to 30 stocks that are on your trading radar or in your portfolio. Rather than the time-consuming process of typing the symbols individually in other parts of the site, MY FOLIO puts them all on one page for your convenience.

On the MY FOLIO section, you can add new stocks or ETFs by typing in the symbol or the name. Note that symbols must be exact, but if you only know the beginning few letters of the name, you can type them in and hit add. For example, if you type in “Mic” in the “Name” box and hit add, you will get a list of 10 stocks with names that all begin with the letters “mic.” From that list, all you need to do is click on the one you want, and it will be added.

Building MY FOLIO is easily done throughout the rest of the site during your research. In EVALUATE, MANAGE or PROFILE, the left column of any search result has a box titled “Watch.” Whenever you find a stock that you want to follow, all you need to do is check that “Watch” box, and the next time you visit MY FOLIO, it will be on your list.

Deleting a stock from MY FOLIO is even easier - just click on any ‘’Watch” box that is checked and it will be unchecked and removed from MY FOLIO. If you want to clear all the symbols in MY FOLIO, click on the “Clear” button and it will prompt you to make sure you really want to do that.

Note that MY FOLIO will be cookies-based until membership is required on Hedgefolios, and your list will only be retained on the hardware you are using. If you use Hedgefolios at work and at home, you will need to build MY FOLIO on both of the computers. Sorry for that inconvenience. It will be improved shortly so that no matter where you log in to Hedgefolios, MY FOLIO will reflect your current preferences.