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Welcome to Portfolio Manager 

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Start Here...

Portfolio Manager (PM) provides an educational and fun way to create and review a monthly investment portfolio.

Portfolio Manager enables visitors to:

    • Create a monthly budget for investing.
    • Apply your budget to a pre-package investment plans.
    • Apply an assortment of stock funds based upon investment objects.
    • Apply real-world market prices to selected funds.
    • Allocate funds based upon portfolio ratios and monthly investments.
    • Set up investment plans and have fun!!!
Click on the change button if you would like to increase the size of your monthly investments.

Enter Amount Budgeted For Investing:
Enter a budget and click submit:




Select a portfolio strategy...

Choose from list of pre-package investment plans below and click the [Select] button:

Select a portfolio from the menu and click submit:
          





Now it's time to invest...

Complete your investment portfolio by adding investment funds!
 
  • Portfolio Manager analyzes your portfolio and sets aside a list of stock funds that match the Fund Description of the investment plan you selected. To finish this section, select a fund from the lists set up for you in the Funds Tables in the left column of the screen. Your task is complete when you have selected a fund for each investment category under the fund description in your portfolio below.
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Simple Agressive Portfolio
Key: *B = Budget Percent, *S = Shares
(%) Fund Description Symbol Price (*B) (*S)
 Large - Cap 0.00 300.00 0.00
 Small / Mid - Cap   0.00  300.00  0.00  
 Foreign   0.00  300.00  0.00  
 Money Market   0.00  150.00  0.00  



Share...

Join our community by inviting your friends and colleagues to our Discussion Forum!
 
  • Now that you have had an opportunity to play with Portfolio Manager, let us know what new features you would like to see in the next version. You may also join or submit a host of topics on Career and Financial Planning.

    Click here to share your thoughts or join live discussions
Add comments and Save your results...

Use this opportunity to store your wisdom and share your insights with other members...

 




 




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