Alert Parameters: Selecting Portfolio

Alert Reports' default portfolio is Myportf.txt. You can select a new portfolio by following these steps: 1. From the Alert Parameters section, click the Portfolio radio button. 2. At the Portfolio selection section, click the Browse button. 3. The Open Portfolio dialog box will appear. In the Look in box, click the drive and folder that contains the file. 4. In the folder list, double-click folders until you open the folder that contains the file you want. 5. Double-click the portfolio file you want to open or click Open. To specify a new default portfolio, follow these steps: 1. From the Tools menu, click Options. The Options dialog box will appear. 2. Click Portfolio tab. The current Default Portfolio will be shown. 3. At the Default Portfolio section, click Browse. 4. The Default Portfolio dialog box will appear. In the Look in box, click the drive and folder that contains the file. 5. In the folder list, double-click folders until you open the folder that contains the file you want. 6. Double-click the portfolio file you want to open or click Open. 7. Click OK. If you want to view Top/Bottom companies in your portfolio (based on the specific report criteria), mark the Screening check box and select Top/Bottom number.

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