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
9. Portfolio Manager
Portfolio Manager allows you to view the performance and manage the positions of your selected portfolio as well as your cash and security balances. In addition, you can back test scenarios for any of the portfolios you have created and launch the TaraFolio engine.
Portfolio Manager also shows a performance graph comparing a selected portfolio against an index as well as a summary of the value and performance of the selected portfolio.
Portfolio Manager allows you to perform the following actions:
Symbol Lookup:
Find the symbol for any stock you are interested in analyzing.
Stock Quote:
Provides a company profile, including its stock quote, chart, general, fundamental and financial information.
My Portfolio: View your previously created portfolios.
Portfolio Status:
Displays the summary information for the selected portfolio.
Investment Criteria:
Review and update your investment preferences. Main preferences are: Horizon Period, Risk Preferences, Sensitivity, Environment, and Rebalancing Strategy.
Cash Transfer:
Deposit and withdraw cash to and from a portfolio.
Stock Transfer:
Transfer stocks in and out of a portfolio.
 
New Portfolio:
Create a new portfolio.
Please refer to Creating a new portfolio...
Remove Portfolio:
Delete the current selected portfolio. A DELETE confirmation button must
be pressed as well.
Launch TaraFolioTM
Launches the TaraFolioTM Engine, offered as a Java applet or window application based on Modern Portfolio Theory algorithms that provide statistically significant trading recommendations in a simplified format for immediate execution. Please refer to Using the TaraFolioTM Engine
Backtest
This is a utility where you can analyze the historical performance of the proposed portfolio in quarterly increments from 3 to 12 months. The back-testing utility also compares the historical performance of the proposed portfolio relative to a selected market benchmark, such as the S&P 500. In this way, you can analyze the relative performance of the proposed portfolio.
 
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