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Guide to Understanding
      Portfolios
    ENTERING A TRADE
Click
Enter A
Trade to
 begin.
This is a buy transaction for 155 shares of INTC (Intel) stock. or check the current
stock (fund) price by selecting Validate Ticker. After entering trade, select
“Preview Trade”.

          Click Ticker
       Symbol to look up
        the symbol for
        your company.



                                Click Validate Ticker to insure you entered the
                                 appropriate ticker and check its price quote.
Most trades are entered at Market price, in which case, the team will get the day’s
(or current) closing price. Setting a Limit will work for any type of trade—buy, sell,
short-sell, or short-cover. Setting a limit will only hold for that day.




This is a sell order with a price limit. This entry means that the team only wants to
sell MSFT if the price is not below the limit they set of $34.50. If it is below that
price, the order will not be executed.
After entering a trade, you will get a chance to preview the order to confirm it.
Confirming a trade requires you to re-enter your password. This is a safety
measure in the system.
After entering a trade, you will receive immediate confirmation. Check Pending
Transactions for its status. Click Enter Another Trade to enter a new transaction.
You may also want to check Transaction Notes for a confirmation message or an
error message related to the trade.
After entering a trade, it should immediately appear in Pending Transactions.
Students with the end-of-day pricing option have the opportunity to cancel any
order in Pending Transactions until 4:00pm.

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ENtering a Trade

  • 1. Guide to Understanding Portfolios ENTERING A TRADE
  • 3. This is a buy transaction for 155 shares of INTC (Intel) stock. or check the current stock (fund) price by selecting Validate Ticker. After entering trade, select “Preview Trade”. Click Ticker Symbol to look up the symbol for your company. Click Validate Ticker to insure you entered the appropriate ticker and check its price quote.
  • 4. Most trades are entered at Market price, in which case, the team will get the day’s (or current) closing price. Setting a Limit will work for any type of trade—buy, sell, short-sell, or short-cover. Setting a limit will only hold for that day. This is a sell order with a price limit. This entry means that the team only wants to sell MSFT if the price is not below the limit they set of $34.50. If it is below that price, the order will not be executed.
  • 5. After entering a trade, you will get a chance to preview the order to confirm it. Confirming a trade requires you to re-enter your password. This is a safety measure in the system.
  • 6. After entering a trade, you will receive immediate confirmation. Check Pending Transactions for its status. Click Enter Another Trade to enter a new transaction. You may also want to check Transaction Notes for a confirmation message or an error message related to the trade.
  • 7. After entering a trade, it should immediately appear in Pending Transactions. Students with the end-of-day pricing option have the opportunity to cancel any order in Pending Transactions until 4:00pm.