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USING MY PORTFOLIO

Once you’ve found Buy or Sell Signals for stocks or ETF’s, it’s time to build your portfolio - and The Wizard helps you do this with our My Portfolio tool.

With My Portfolio, you don’t have to invest actual money until you’re ready. Instead, this feature allows you to “paper trade” - to track our investment signals without actually placing buy and sell orders with your broker. instead, you’ll get to see how The Wizard’s investment process works, so that you are completely comfortable before investing any money.

You can add either Stocks or ETF’s to a Portfolio, but they must be Buy or Sell Signals. Open Positions cannot be added to a Portfolio. As we show you how a Portfolio works, we’ll explain why this is.

This guide is broken into 4 parts:

Part 1: Creating a new PortfolioHow to create a new Portfolio

Part 2: Adding Stocks or ETF’s to a PortfolioThe 3-step process for adding stocks or ETF’s to a Portfolio

Part 3: Managing your PortfoliosRenaming and deleting a Portfolio; Viewing Cancelled Signals.

Part 4: Viewing a PortfolioUsing your Portfolios to track Buy and Sell Signals

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Part 1: Creating a new PortfolioHow to create a new Portfolio

SIMPLE SCAN FOR STOCKSFINDING BUY AND SELL SIGNALSUniversityWizardThe

Creating a New PortfolioBefore you can add Stocks or ETF’s to a Portfolio, you must have a Portfolio to add them to. The Wizard allows you to create as many Portfolios as you’d like, so that you can track different groups of investments. For example, you may have a Portfolio for tracking your IRA investments, another for tracking ETF’s and another for tracking stocks to sell short. It’s all up to you.

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To begin, go to the My Portfolio section of The Wizard’s site...

Then click on the “My Portfolio” button

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Creating a New PortfolioYou’ll be taken to the list of your Portfolios. Below is a sample list of Portfolios.

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To create a new Portfolio, click the “Create a New Portfolio” button.1

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Creating a New PortfolioYou’ll then be prompted to make a few choices.

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Enter a name for your Portfolio.

Choose Stocks or ETF’s. Each Portfolio can contain either Stocks or ETF’s but not both.

Choose Buy or Sell Signals.Likewise, each Portfolio can contain only Buy or Sell Signals, but not both.

Choose Long-term (weekly) or Short-term (daily) signals.Each Portfolio can contain only Long- or Short-term Signals, but not both.

Choose your Investment Size.(If you’ve already chosen this using any The Wizard’s scan tools, you don’t need to do it again.)

Click the “Create My Portfolio” button to create your Portfolio.

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Part 2: Adding Stocks or ETF’sto a PortfolioThe 3-step process for adding stocks or ETF’s to a Portfolio

Adding Stocks or ETF’s to a PortfolioAdding Stocks or ETF’s to a Portfolio takes just 3 simple steps.

Step 1: Run any scan for Buy or Sell Signals for Stocks or ETF’s.

This can be a Simple Scan, PowerScan or Sector Scan.

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Adding Stocks or ETF’s to a PortfolioStep 2: Select Stocks or ETF’s to add to a Portfolio

Once you’ve run your scan, you’ll see the list of your Buy or Sell Signals displayed onscreen. You’ll see that next to each symbol, there is a checkbox.

Simply click the checkbox to select each Stock or ETF you want to add to your Portfolio.

Click the “Add Selected Stocks to My Portfolio” button.

For ETF scans, you’ll click the “Add Selected ETF’s to My Portfolio” button.

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Adding Stocks or ETF’s to a PortfolioStep 3: Select your Portfolio

A box will then appear asking you to select a Portfolio to add your Stocks or ETF’s to.

If you’ve already created a Portfolio, simply select it from the Pulldown menu and click the “Add to Portfolio” button.

If you haven’t created a Portfolio, click “Create a New Portfolio” and you’ll be taken through the steps of creating a Portfolio.

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Part 3: Managing your PortfoliosRenaming and deleting a Portfolio; Viewing Cancelled Signals.

Managing Your PortfoliosTo make managing your Portfolios easy, The Wizard gives you some simple tools for each one.

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Portfolio Name

Portfolio Type: Stocks or ETF’s

Direction: Buy or Sell Signals, with the number of Signals in each Portfolio.

Time Horizon: Long-term or Short-Term Signals

Total Profit: Dollar and Percentage Profit/Loss

Edit This Portfolio: Delete or Rename your Portfolio

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As you can do with any list on our site, click the tab at the top of any column to sort the list according to that column.

Deleting a Portfolio

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To delete a Portfolio, click the “delete” button for that Portfolio.

You’ll then be prompted to delete your Portfolio.

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Renaming a Portfolio

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To rename a Portfolio, click the “rename” button for that Portfolio.

In the box that pops up, enter a new name for your Portfolio...

And click “Rename this Portfolio”.

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Cancelled SignalsNot every Buy or Sell Signal The Wizard issues is triggered. There are times when a Stock or ETF simply never reaches The Wizard’s Buy or Sell Price. When this happens, The Wizard will tell you that this Signal has been cancelled.

When you click to view the list of your Portfolios, a box will pop up telling you that some of your Portfolios have cancelled Signals. The Wizard also directs you to cancel all orders for these Stocks or ETF’s. This includes entry orders, Stop orders and profit-taking orders. This is critical, because The Wizard has determined that these Stocks or ETF’s are no longer good investment candidates.

This alert will appear anytime you have Cancelled Signals in any of your Portfolios. If you don’t want to see this box again, simply check the option to not show it again.

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Cancelled SignalsThe Wizard will also display the Alert Icon next to any Portfolio that has Cancelled Signals, so even if you decide to hide the large Alert box, you’ll always be notified that you have Cancelled Signals so that you can take the appropriate action.

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Part 4: Viewing a PortfolioUsing your Portfolios to track Buy and Sell Signals

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Viewing a Portfolio

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To view a Portfolio, click its name in the list.1

Viewing a PortfolioYour Portfolio screen is very similar the Open Positions list you see when you run any of our Stocks or ETF’s scans. If you’re unfamiliar with this screen, please see one of the following tutorials: Simple Scan for Stocks: Viewing Open Positions or Simple Scan for ETF’s: Viewing Open Positions.

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Performance Scorecard: Showing the performance of all Open Positions

List of all Stocks or ETF’s in this Portfolio

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Viewing a PortfolioHowever, a Portfolio is a little different from a simple list of Open Positions, because it tracks each Stock or ETF all the way through the investment process. The reason is simple: A Portfolio is designed to mimic an actual investment portfolio. In an actual investment portfolio, you will exit each position at some point, while some Signals will never be triggered and will be cancelled.

There are 3 key differences between a Portfolio and an Open Positions list:

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Closed Positions:

Not Filled

Cancelled Signal

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Closed PositionsWhenever the Stop Price for any stock or ETF is reached, this position is displayed as Closed in your Portfolio. This investment is now complete. The final profit or loss is shown for this investment.

Closed Positions are only shown in a Portfolio.

Closed Positions show:

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Notification that the Position is Closed.

Days the investment lasted.

Profit targets that have been reached.

The final profit/loss for that investment.

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Cancelled SignalsIn some instances, The Wizard’s Buy or Sell Price is not reached and The Wizard determines that this Stock or ETF is no longer a good investment candidate. When this occurs, the entire row for that Stock or ETF will be colored orange with a message that the Signal has been cancelled and you should immediately cancel all orders with your broker.

This means that you should cancel all entry, Stop and profit target orders for that Stock or ETF immediately. The Portfolio is the only section of The Wizard’s site that displays cancelled Signals. For this reason, we recommend the following:

Whenever you buy or sell short a Stock or ETF based on The Wizard’s signals, you add that Stock or ETF to a Portfolio. This will allow you to monitor all of its Signals, its updated Stop Price and any potential cancelled Signals as they occur. Using a Portfolio is the best way to keep on top of your live investments and to make sure that you’re always following The Wizard’s Signals.

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Not FilledEach Buy and Sell Signal is reached at a different time, so there will be Stocks or ETF’s in your Portfolio whose Buy or Sell Signals have not yet been triggered. When this happens, The Wizard will simply display this position as Not Filled.

This Signal is still active. It has not been cancelled.

This message is just to let you know that The Wizard’s Buy or Sell Price hasn’t been reached but that you should still maintain any orders you’ve placed with your broker.

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Removing a Stock or ETF from your PortfolioTo delete a stock or ETF from your Portfolio:

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Check the box next the Symbol...

Click “Remove Selected Stocks from My Portfolio”(For ETF’s the button will read “Remove Selected ETF’s from my Portfolio”.

Confirm that you want to delete that stock or ETF.

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