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

7. Monitoring the performance of your portfolio(s)

Performance Monitor is where you can obtain information on the financial performance of your portfolio. The five features found in this area are:

Performance History: Users can select the time period that is used when analyzing performance by clicking on one of the two tabs, Since Inception or Since Last Trade. Standard financial measurements and indices are calculated and displayed for the selected portfolio.

General Ledger: View a detailed transaction history for the selected portfolio since inception. Information is presented in reverse chronological order with the most recent transactions appearing first.

Balance Sheet: View a standard balance sheet for the selected portfolio. The value of Assets, Liabilities, and Equity in the particular portfolio is displayed.

Income/Expense: View your portfolio's income and expenses. These totals include interest, cash & stock dividends, commissions, and fees.

Cash Flow: View a standard cash flow statement for the selected portfolio. Items displayed include stock purchases, sold stocks, loans, margins, interest, withdrawals, and commissions.

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