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

8. My Portfolios Page

Here you will see a summary of your portfolios within the three major U.S. exchanges: NYSE, NASDAQ, and AMEX. Information is presented in four columns: Portfolio Name, Securities, Cash, and Total.

Portfolio Name: Lists the names of the portfolio(s) you have created (1).

Securities: Shows the monetary value of securities you hold in your portfolio(s) based on the most recent market quotes. (2)

Cash: Shows the cash or cash-equivalent positions in your portfolio(s) (3)

Total: Shows the sum of securities and cash in your portfolio(s) (4)