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

4. Screening and adding new stocks to your portfolio

If your new portfolio only contains a cash holding and this is not desirable for you, or if you wish to add additional stocks, you can screen stocks here. There are four ways to screen stocks: Basic Screen, Fundamental Screen, Technical Screen and Custom Screen.

The Basic Screen allows you to screen stocks based upon general industry and exchange information.

The Fundamental Screen allows you to screen stocks based on more specific firm characteristics and financial fundamentals.

The Technical Screen allows you to employ any or all sixteen different technical operations to screen stocks.

The Custom Screen allows you to select individual stocks to be screened.

After you have performed the desired screening(s) and selection(s), our engine will give you a list of stocks to select.

You can screen for additional candidate stocks and include them in the selected portfolio at any time.

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