Creating Ticker List

Research Wizard works with special portfolio file called a Ticker List. A Ticker List is a text (tab-delimited) file with one column of data - companies' tickers.

There are several ways you can create a Ticker List. You can save the companies that passed your screening criteria or you can manually enter the ticker symbols to the Ticker List.

To manually create a Ticker List, follow these steps:

1. From the Portfolio menu, select the Enter New Ticker List command or click the New Ticker List button. The Ticker List dialog box will appear.

Ticker List dialog box.

2. In the Ticker box, type a ticker symbol.

3. Click Add Ticker or press Enter.

4. To view the list of all available companies, use the scroll bar to browse the Full Universe selection. Select a company from the list and click << Add.

5. After all of your tickers have been entered, click Save As and then Apply to make the newly created Ticker List active.


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