Tara Global Co. - Guided Tour

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Welcome to the TaraFolio Investor Guided Tour!

We have provided two choices for you to familiarize yourself with the features and functionality of our Service; you can take the entire tour or jump directly to one of the following sections:

1. Introduction to TaraFolio Investor
2. Completing the Risk Profiler questionnaire
3. Creating a new portfolio and completing the Portfolio Preferences and Time Horizon questionnaires
4. Screening and adding new stocks to your portfolio
5. Back Testing your portfolio
6. Using the TaraFolio Engine to optimize your portfolio
7. Monitoring the performance of your portfolio(s)
8. My Portfolios Page
9.Portfolio Manager

6. Using the TaraFolio Engine to optimize your portfolio

To initiate portfolio analysis, launch the TaraFolio Engine. When the TaraFolio Engine loads, you will be shown your investment criteria and rebalancing strategy. Definitions and general information can be found in the Help section, in the lower-left corner of the window (1), by passing the cursor over the item in question.

If you wish to change any settings, you must press the "Stop" button first in order to do so (2). You have the option of allowing the TaraFolio engine to operate in Manual or Automatic Mode (3) (Automatic mode requires the user's computer, internet connection, and trading window to remain active).

If you choose the Automatic mode, the TaraFolio Engine will continuously review your portfolio based on your investment criteria and market conditions. If you choose the Manual mode, the TaraFolio Engine will need to be periodically monitored to ensure optimal portfolio performance.

When the TaraFolio Engine recommends a trade, a blue-colored TRADE command will appear in the upper-right window (4). You may then proceed to the Trading Window by selecting "OK" on the pop-up Trade Action Window (5).

Once you are in the Trade Window (6) you can perform the recommended trade by clicking on the "Execute" button (7). The trade will be executed only when the "Execute " button is dim. You may check the execution of your order by selecting the Present Position tab in the upper-left corner of the TaraFolio Engine window (8), an e-mail trade confirmation will be sent to you.

The TaraFolio Engine recommends an action plan only when the proposed trade results in an expected economic benefit (net of commission and fees), in alignment with your investment objectives and rebalancing strategy.

As long as your current holdings are in line with your investment objectives and rebalancing strategy, a red-colored "HOLD" message will blink in the upper-right corner of the message window (9).

You are given the option of overriding the engine's "HOLD" recommendation and rebalancing your portfolio regardless of your investment objectives and strategy by selecting the Trade tab in the upper-left corner of the engine's window. However, we suggest you do this with great caution, since it allows you to adopt trades that might violate your investment objectives and rebalancing strategy. This option is provided to you so that you can implement what you perceive to be an opportunistic trade.

The other tabs at the top of the TaraFolio Engine's window are Redemption (10) - where you can liquidate all of your current holdings. Present Position (8) - where you can view the stocks you currently hold, the value of these stocks, the amount of cash, and your portfolio's total value. Scenario Portfolio (11) - where you can view the stocks, prices, and number of shares for the next best alternative. When the TaraFolio Engine recommends an action plan, it is the scenario portfolio that will be adopted.