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

3. Creating a new portfolio and completing the Portfolio Preferences and Time Horizon questionnaires

You will be able to name your portfolio and complete a brief multiple-choice questionnaire that will allow us to understand your risk preferences, time horizon, and trading sensitivity.

You will then enter the amount of cash you will be starting with and/or the securities you hold in your current portfolio.

For review, you will be shown a Table containing a summary of the information you provided, including your portfolio's target return and implied risk.

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