In order to work with the system you have to register. Simply fill in the form and follow the instructions.

After you done submitting registration form, you will be transferred to portfolio management page in order to create your first portfolio, but before doing that, you may want to adjust your personal information and general settings. 

 

Click “My settings” in top right corner of the page. Here you can change your details and chose chart type you prefer to use. 

 

There are two chart types at PortfolioRunner: Java-based and Flash-based charts. They both are interactive but display same information in a bit different way. Using charts requires Java environment / Flash player installed on your computer. Try them both and chose the one you like. You can change chart type at any time.

 

You will also find here your PortfolioRunner account ID.

 

Submit your settings and return to portfolio management page.

 

Before using the service you have to create at least one portfolio.  Click “Create” button

 

A new portfolio creation form appears: 

 

 

These are available money not invested to stocks.

 

• As different brokers use various pricing and charge principles, we cannot provide you with a single exact fee-per-trade schema, but instead you can set up an average fee which will be used by PortfolioRunner engine for all the calculations in order to generate effective recommendations.

• Exact commission size for the purpose of correct cash-after-trade calculation is available for input for each trade you make (refer to portfolio management section).

• Please beware setting up fee rate, because it will affect significantly recommendations for small- and middle- size portfolios (where return on investment may collate with broker commission amount). Zero level fee will be treated as if you’re ignoring those expenditures (may be suitable for huge portfolios)

 

Checking this option makes your portfolio marginable. Your buy power and cash balance will be calculated in line with broker conditions for marginable accounts.

 

Click “Save” button. New portfolio record is now created and you will be transferred to portfolio management page to proceed to the next step - adding stocks.

 

We suppose that you already have some stocks bought earlier, so you’ll need to add them to the portfolio without affecting your cash balance and buy power. If you’re about to start absolutely new portfolio and do not have any stocks at your possession, you do not need to add stocks –your portfolio will be filled with the stocks you buy in your day-by-day trades (please refer to Operations section for more explanations)

 

To add stocks you already have to a portfolio:

 

1. Select operation type “Add stock” in the dropdown list on the Operations panel

2. Enter stock symbol you’re adding

3. Enter quantity of stocks to add

4. Click “Submit” button. Added stock symbol appears in open positions pool

5. Repeat steps 1-4 for each stock you want to add to the portfolio

 

After all stocks were added, portfolio creation is finished. Congratulations! No additional actions required. Please double-check the data you entered. If you need any corrections, you may use “Remove stock”, “Add cash” or “Remove cash” operations.

 

 

Recommendations section is located right below open positions pool. Every time you logon to your account you see a set of PERSONALIZED RECOMMENDATIONS. This set of stocks is generated automatically, basing on current portfolio structure, pre-defined strategy, risk management settings and buy power, giving you particular, optimized only for your portfolio recommendations.

 

There is a link on the portfolio navigation panel together with quantity indicator that shows how many unexecuted recommendations you have. Click the link to jump to recommendations or simply scroll down the page. 

 

Review and adjust if needed the following recommendations parameters. 

Aggressive: higher profitability expectations, but higher risk level

Conservative: lower profitability expectations, but lower risk level

Balanced: compromise between Aggressive and Conservative filters

 

Current recommendations are ones generated right after last trading day.

Actual recommendations are ones that were generated earlier, but still satisfy strategy’s logic and risk settings.

 

Chose the strategy or strategies you want to receive recommendations from.

 

 

 

 

In order to maintain actual state of your portfolio with PortfolioRunner, you will need to input information about operations you performed in real life into the system. Select operation type from dropdown list at Operations panel, fill in appropriate fields and click “Submit” button.

Use this operation to add stocks that you have bought at your broker to your open positions. Enter stock symbol, quantity, price and commission for trade. Click “Submit” button. Stock symbol appears in open positions pool, your buy power and cash balance will be recalculated automatically.

 

Use this operation for stocks that you have sold at your broker. Enter stock symbol, quantity, price and commission for trade. Click “Submit” button. Open positions pool will be adjusted accordingly, your buy power will be recalculated automatically.

 

Use this operation to add stocks to open positions pool without affecting cash balance or buy power. Typically, this operation is used when you create a new portfolio and add stocks bought earlier.

 

Use this operation to remove stocks from open positions pool without affecting cash balance or buy power. Typically, this operation is used to make some corrections when a mistake detected.

 

Use this operation to enter dividends received. Your buy power will be recalculated automatically

 

Use this operation to handle miscellaneous expenditures related to your brokerage account. These might be monthly fees or other charges you pay from your broker account in order to support your trading activities. Your buy power will be recalculated automatically

 

Use this operation to handle miscellaneous receipts to your brokerage account. Your buy power will be recalculated automatically.

 

Use this operation when you add or withdraw money from your brokerage account. Your buy power will be recalculated automatically.