Copyright: Copyright © 1995 Intuit
Citation: Copyright © 1995 Intuit


Help Contents for Investor Insight
Contents of Investor Insight Help

Getting started

Overview of Investor Insight and how to capture news and quotes.

Using the Watch List

How to maintain and use a working list of stocks and mutual funds.

Displaying charts

How to display and work with analysis charts.

Working with news and notes

How to display and work with news stories on specific stocks, and how to maintain a record of personal notes relating to stocks and mutual funds.

Displaying reports

How to display and work with reports.

Creating portfolios and custom indexes

How to create, maintain, and use portfolios and custom indexes of stocks and mutual funds.

Creating personal reports

How to create a personal report that integrates articles, charts, and news.

Sharing data with Quicken

How to exchange stock quotes and investment data between Investor Insight and Quicken.

Understanding program basics

How to manage your database and work with the menus, iconbar, desktop, passwords, and onscreen Help.


Getting started

Introduction

Provides general information about Investor Insight, including how to get started, what the system requirements are, what the service agreement is, and how to get help.

Communications

Explains how to call Investor Insight to capture data and use the e-mail system.

Troubleshooting

Helps resolve common problems.


Introduction

Welcome to Investor Insight, a service that lets you keep track of your stocks and mutual funds and analyze your investments in meaningful ways.

Investor Insight brings you up-to-date stock and mutual fund quotations, along with the latest news stories on stocks you're interested in.  You can capture data automatically or schedule to download data at any time.  You can generate and print some reports automatically so you have the information when you need it.  With Investor Insight you can also:

•	Display a variety of charts and reports that let you evaluate and compare the performance of your investments.

•	Create a personal report that summarizes the latest activity for your investments in an easy-to-read newsletter-style format.

•	Group stocks in portfolios, which can include most of the transactions associated with brokerage accounts, and set up custom indexes for analyzing market trends.

•	Use hot spots in charts and reports to link directly to related information.

•	Use memorized windows to display commonly used charts or reports.

•	Use the archive management system to delete outdated price information and news stories and free up disk space.

Together, these features and many others make Investor Insight a complete solution for individual investors.

For more information, see:

First steps

System requirements

Terms of Service

Getting billing and pricing information

Getting help


First steps

Most of your work with Investor Insight is based on the Watch List. Investor Insight uses the Watch List to capture price information and news, generate charts and reports, and create portfolios and custom indexes. Investor Insight ships with sample data for selected companies and includes these on the Watch List so you can try out the program features.

To get acquainted with Investor Insight:

•	Follow the Overview and Easy Steps that appear after you install the program.

•	Experiment with the sample data on your own.  Try clicking the News, Chart, or Reports buttons on the Watch List window.  Built-in safety features protect important information from being deleted, so you can’t lose data.

•	When you’re working with charts and reports, the mouse pointer changes its shape when it's over a hot spot. Click the hot spot to jump to related information.

If you want to try Investor Insight with your own data, try our free trial offer.  See Signing up for Investor Insight.  The normal monthly charge is waived for the first month, and there are no additional fees.

For more information, see:

System requirements

Terms of Service

Getting billing and pricing information

Getting help


 System requirements

To use Investor Insight, you need the following system components:

•	Investor Insight software

•	Microsoft Windows 3.1 or later

•	Hayes-compatible modem (2400 baud or faster; 9600 baud or faster is strongly recommended)

•	at least 4 MB of RAM; 8 MB is recommended

•	at least 6 MB of hard disk space; more to store news and prices

For more information, see:

First steps

Terms of Service

Getting billing and pricing information

Getting help


 Getting help

Help is available to you through a number of Help utilities built into the program, as well as directly from Intuit.

Intuit provides:

•	The Investor Insight Guide (shipped after you subscribe).

•	E-mail support to connect you with our technical support staff.

Investor Insight’s Help utilities (available from the Help menu) include:

•	Contents, which gives you access to the contents for onscreen Help.  You can also choose Context Help (or press F1) and Search for Help on... for other ways to access the information in Help.

•	Overview, which provides general information about Investor Insight.  The Overview is ideal for first-time users who want a quick introduction to the program.

•	Easy Steps, which familiarizes you with the main features of Investor Insight in nine steps.

•	Qcards, which display a description of any currently active window.  Qcards are especially helpful for beginning users.

For more information, see:

First steps

System requirements

Terms of Service

Getting billing and pricing information

Calling Intuit


Terms of Service
 Investor Insight Terms of Service

By completing enrollment and accepting the Terms of Service, you become an authorized subscriber of Investor Insight (a "Subscriber").  During the term of this Agreement, you can access information made generally available by Intuit Inc., the operator of Investor Insight, to its Subscribers on the following terms and conditions.

1. Access to the Service:  Access to Intuit Inc. (the "Service") will be provided on a schedule that will be made available to you.   Access to the Service may be limited from time to time at the discretion of Intuit Inc. for emergency repairs or as a result of circumstances beyond the control of Intuit Inc.

2. Billing and Payment:  Your credit card account will be billed on a schedule established by Intuit Inc.  You are responsible for all telephone charges associated with Investor Insight using an available access number.  The access number is usually, but not always, a local telephone call.  If you have any questions about whether a local access number is a local call, please check with your local phone company.  You agree to pay all fees and charges for the use of the Service and all reports received under your user name and password.

3. Charges:  The current charges for the use of Investor Insight can be found by choosing Overview from the Help menu.  Intuit Inc. reserves the right to change the charges upon notice to all Subscribers.  Notice will be sent to each subscriber using Investor Insight e-mail.  Intuit Inc. also reserves the right to add or withdraw products and services included within the Service without notice to Subscriber.  All charges are exclusive of any applicable local sales, use, or personal property taxes or taxes of a similar nature, for which you agree to pay.

4. Termination:  This Agreement can be terminated by either party upon written notice or by calling Intuit Inc. at (708)585-8500.  You may provide written notice to Intuit Inc. at the following address:

Intuit Inc.
155 Linfield Ave.
Menlo Park, CA 94026
Attn:  Investor Insight Billing Supervisor

You shall be responsible for payment of fees incurred and the Basic Service Fee for the month in which the termination occurred.  Intuit Inc. reserves the right to suspend service to a delinquent account without notice.

5. Disclaimer:  YOU AGREE THAT NONE OF INTUIT INC., ITS SUBSIDIARIES, AFFILIATES OR LICENSORS WARRANTS THE ACCURACY, COMPLETENESS, CURRENTNESS, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OF THE SERVICE.  YOU ACKNOWLEDGE THAT THE STOCK AND MUTUAL FUND PRICE QUOTES AND NEWS STORIES WHICH ARE ACCESSED WITHIN A TRADING DAY WILL BE DELAYED AT LEAST 15 MINUTES, AS REQUIRED BY EXCHANGES AND INFORMATION PROVIDERS.  IN NO EVENT WILL INTUIT INC., ITS SUBSIDIARIES, AFFILIATES OR LICENSORS BE LIABLE TO YOU OR ANYONE ELSE FOR ANY LOSS OR INJURY CAUSED IN WHOLE OR PART BY ITS NEGLIGENCE OR CONTINGENCIES BEYOND ITS CONTROL IN PROCURING, COMPILING, INTERPRETING, EDITING, WRITING, REPORTING OR DELIVERING THE SERVICE; BE LIABLE TO YOU OR ANYONE ELSE FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON INFORMATION CONTAINED IN THE SERVICE ; FOR ANY CONSEQUENTIAL, SPECIAL OR SIMILAR DAMAGES ARISING OUT OF THE USE OF OR INABILITY TO USE THE NETWORK, SERVICE;  FOR ANY INFORMATION OR ANY SERVICES PROVIDED, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES; OR FOR ANY CLAIM RELATED TO THIS AGREEMENT THAT EXCEEDS THE AGGREGATE AMOUNT PAID BY YOU TO INTUIT INC. HEREUNDER IN THE 12 MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO SUCH CLAIM.

BECAUSE SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU.  IN SUCH STATES, INTUIT INC., ITS SUBSIDIARIES, AFFILIATES AND LICENSORS' RESPECTIVE LIABILITY IS LIMITED TO THE GREATEST EXTENT PERMITTED BY LAW.

6. Indemnification:  You agree to indemnify and hold harmless Intuit Inc., its subsidiaries, affiliates, and licensors against any and all direct or indirect liability arising out of this Agreement.

7. Copyright, Trademark, Redistribution, and Use Restrictions:  You agree that the information contained in the Service is the property of Intuit Inc. and its licensors and is protected by copyright.  Investor Insight is a trademark of Intuit Inc.  All rights reserved.  All other trademarks appearing on the Service are owned by their respective companies.  You are permitted to store, manipulate, analyze, reformat, print, and display the Service only for your individual use.  In no event shall you publish, retransmit, redistribute, or otherwise reproduce any or all of the Service in any format to anyone, and you shall not use any information contained in the Service in connection with any business or commercial enterprise, including without limitation, any securities, investment, accounting, banking, legal, or media business or enterprise.  You agree not to use, or permit anyone else to use, any information received from Intuit Inc. for any unlawful purpose.

8. General:  This Agreement may not be assigned by you without the prior written consent of Intuit Inc.  This Agreement shall be governed by California law.  This Agreement is the exclusive statement of the agreement of the parties with respect to its subject matter as of the date of the Agreement.

9. Securities Professional Restriction:  You represent that you are not a "Securities Professional," meaning that you are not a person that (i) acts as a broker or dealer in the purchase or sale of negotiable financial instruments, or (ii) is registered or qualified in any capacity under any federal or state securities or commodities trading law, rule, or regulation, or (iii) engages in the buying and selling of negotiable financial instruments for customers' accounts.

10. User Name and Password:  Upon enrollment as a Subscriber, you are assigned a user name and you can specify a unique password.  You are responsible for maintaining the confidentiality of your password and are liable for any harm resulting from unauthorized access to Investor Insight and from disclosing or allowing disclosure of your password.  You will remain liable for any unauthorized use, and charges resulting from such use of Investor Insight until you notify Intuit Inc.

11. Legal Notice:  California Subscribers have specific consumer rights information under California Civil Code Section 1789.3 and the following information is required to be provided to Subscribers pursuant to such statute:

a. Intuit Inc., located at 155 Linfield Ave., Menlo Park, CA 94026 is the provider of Investor Insight.

b. The current charges for use of Investor Insight is stated in paragraph 3 above. Intuit Inc. reserves the right to change any charges upon notice to Subscriber.

c. You may receive further information regarding the use of Investor Insight, or may address complaints by contacting Intuit at the phone number or address listed above.  The Complaint Assistance Unit of the Division of Consumer Services of the Department of Consumer Affairs may be contacted in writing at 400 R. Street, Suite 3090, Sacramento,CA 95814 or by calling 1-800-952-5210.

Copyright c 1995 Intuit


 Communications

To obtain up-to-date price information and news stories and receive company reports, you need to communicate online with Investor Insight.  By using e-mail (electronic mail), you can also communicate online with technical support.

Before you call Investor Insight for the first time to capture data, you need to provide certain billing information and information about your modem and telephone service.  See Signing up for Investor Insight.

To work with the latest data, begin each Investor Insight session by capturing up-to-date information.  Price information (high, low, and closing prices, trading volume, and splits) is available on a 15-minute delayed feed from S&P ComStock.  News stories are available from Dow Jones News Service, which includes articles and special features from The Wall Street Journal.  Press releases are available from PR Newswire, and Business Wire.

The first time you make an online connection, Investor Insight automatically captures daily price quotes for the last five years and news stories for the last 90 days (or a maximum of 50 stories, whichever comes first) for the securities on the Watch List.  (Only price information is captured for mutual funds.)  After that, each time you call, Investor Insight captures only the price information and news stories since your last online session.

Investor Insight includes a timer that you can set for automatic, unattended dialing at any time.

You can:

Capture data

Sign up for Investor Insight

Use e-mail

Set the timer

Get billing and pricing information


 Capturing data

To make an online connection with Investor Insight, click the Call icon on the iconbar, or set the timer to call for you any time you want.  (See Setting the timer.)  When you make an online connection, Investor Insight:

•	Captures (downloads) price information (high, low, and closing prices, trading volume, and splits) and news stories.

•	Sends and retrieves e-mail messages.  (See E-mail.)

•	Sends a request for a company report if you ordered one and retrieves the report.  (See Ordering company reports.)

•	Updates the name/symbol list for IPOs, name changes, delistings, and mergers.  (Securities that are no longer traded are displayed in gray in the list.)

Before you call for the first time, see Signing up for Investor Insight.

Since you will typically capture data each time you use Investor Insight, you might want to delete historical data to free up disk space.  See Archives.

To capture data:

•	Click the Call icon on the iconbar or choose Dial from the Comm menu.  The Download window appears.

If you have trouble making a modem connection, see Troubleshooting.

From the Download window, you can:

Call

Change the modem setup

Customize the data capture

You can also:

Sign up for Investor Insight

Use e-mail

Set the timer

Get billing and pricing information


Signing up for Investor Insight

Before you can capture data from Investor Insight, you need to provide billing information to set up your account and information about your modem and telephone service.  It only takes a few minutes and you only have to do it once.  Your first month of service is free, and you can order one company report during the trial period at no charge.

You can enter your billing information in three  ways:

•	Click the Call icon on the iconbar.

•	Choose Dial from the Comm menu.

•	When you add a stock to the Watch List (see Adding stocks and mutual funds to the Watch List), the Changed Watch List window appears.  You can choose Call Now or Call Later.  If you haven’t registered before and you choose Call Now, you can sign up and download data right away.

To sign up for Investor Insight:

1.	Click the Call icon on the iconbar, choose Dial from the Comm menu, or choose Call Now from the Changed Watch List window. Investor Insight sets up your modem automatically and displays the Set Up Modem window so you can make any necessary changes.

You shouldn’t have to make any changes in the Set Up Modem window.  If the settings aren’t correct, you’ll see an error message when Investor Insight tries to make the connection.  You can change this information later, if necessary.  See Changing the modem setup.

2.	Click OK.

3.	Click No when you’re asked if you’re already registered, read the subscription agreement, and click Accept if you agree to the terms.

4.	Enter the requested information in the User Registration window.  Investor Insight assigns you a user name; you specify a password.  Store your password in a safe place.

To require a password to start Investor Insight, after you’ve signed up, see Passwords.

5.	Click Register Now.  Investor Insight makes a call to register you, disconnects automatically, and displays a confirmation in your Inbox.  If you have trouble making a modem connection, see Troubleshooting.

6.	Click OK to confirm your registration.  The Download window appears.

If you have securities on the Watch List, you’re ready to download data.  See How to dial for more information.

You can also:

Use e-mail

Set the timer

Edit your account information

Change the modem setup

Get billing and pricing information

Require a password to start Investor Insight


 Troubleshooting

Making an online connection

Downloading data


 Modem troubleshooting

If you have problems with your modem or problems connecting to Investor Insight, consult the following information.  You can also check your modem documentation for troubleshooting suggestions particular to your modem.

Communications Problem: No response from the modem.

•	Check the modem itself.

If you have an external modem, make sure it is turned on and securely plugged in to your computer.

If you have an older modem that has switches, check the switch settings. Your modem manual describes the function of each switch. With the modem turned off, set the switches to originate a call (not to answer), to respond to DTR (data terminal ready), and to recognize commands.

•	Check the settings in the Set Up Modem window.

In the Set Up Modem window, try changing the port setting.

Make sure the modem speed isn’t set too high (above 19,200). If the speed is set to a higher rate than your modem can handle, the modem may fail to respond.

•	Close other communications programs.

If you have other programs that use your modem (such as FAX software, online services such as CompuServe or America Online, or other communications software), close those programs.

•	Restart your computer

Another communications program could have left your modem in a state that is incompatible with Investor Insight. Close Investor Insight, exit Windows, and then turn off your computer for 10 seconds. Turn it back on and try again.

Communications Problem: Modem responds but you can’t connect.

•	Check the modem itself.

Check to see that the phone cable is securely connected to your modem and to the wall outlet. Be sure that the cable is connected to the line outlet on the back of your modem, not the phone outlet.

•	If the first phone number doesn’t work, wait for Investor Insight to dial the second phone number:

Although the local, toll-free number set in the software works in most locations, it may not work in yours. If you hear a recording after the modem dials the first number, wait while it dials a second number. Be patient; it may take up to 45 seconds for the modem to redial.

If you know your area is not serviced by a 950 number, select “Always use secondary number” from the drop-down list in the Set Up Modem window.

•	Change settings in the Set Up Modem window.

Change the Speed setting to match the speed (baud rate) of your modem. (Speeds over 19,200 can produce unreliable behavior in some modems.)

Change the Dial Type setting for tone or pulse dialing.

Enter a dialing prefix, if necessary.

•	Change settings in the Advanced Modem Setup window.

In the Initialization String box, you may need to include a different sequence of commands for Investor Insight to send to the modem before dialing the access number. Enter any special letters, digits, and other characters to be sent to the modem. To find out what commands you need, look in the modem user’s manual. Don’t change this setting unless you understand the change you are making.

Communications Problem: Investor Insight freezes while initializing modem connected to COM4.

•	If there is no device connected to COM2, move your modem to COM2.

If you have devices connected to both COM1 and COM2 and you have no COM3, leave your modem connected to COM4 and add the following lines to the [386Enh] section of your Windows SYSTEM.INI file:
COM3IRQ=-1
COM4Base=02E8
COM4IRQ=3
Then, reboot Windows and start Investor Insight.

For more information, see:

Calling Intuit


 Downloading troubleshooting

If you have trouble downloading data because you lose the modem connection partway through the transmission (“noise” on the phone line can cause this), try capturing a smaller amount of data during each online session. To limit the amount of data you capture, try one or more of the following suggestions:

•	Start with just a few securities on your Watch List. After you’ve downloaded successfully with a smaller number (such as five), add another five securities to your Watch List, and download again. Continue adding securities in groups of five.

•	Customize the download to capture just quotes. After you’ve successfully downloaded quotes, you can do a full download of quotes and news.

•	Customize the download to capture news for just some of the companies on the Watch List. After you’ve successfully downloaded some of the news, you can do a full download. (News data uses more space than other types of data.)

To improve data connections, you can also free up system resources by closing other applications before you make an online connection.

For more information, see:

Calling Intuit


Editing your account information
Edit your account information

To edit your account information:

1.	From the Comm menu, choose User Profile.

2.	To change the information, click the Change buttons, make the changes, and then click OK.

3.	Click OK.

4.	Click Close.  Investor Insight sends the changes the next time you make an online connection.


 E-mail

Investor Insight lets you send and receive electronic mail (e-mail) to communicate with Intuit’s Technical Support.  You will receive a response within two business days.

When you write an e-mail message, Investor Insight puts it in your Outbox and sends it the next time you make an online connection.  During the online session, Investor Insight sends any incoming mail and puts it in your Inbox.

When you place an order for a company report, your request is treated as e-mail.  (See Ordering company reports.)  Company reports you’ve ordered are sent during the online session and a notice is placed in your Inbox.  (See Displaying company reports.)

You can answer incoming mail, edit outgoing mail, and delete or export either kind of message.

To work with e-mail:

•	From the Comm menu, choose Write E-mail.

To work with incoming or outgoing mail:

•	From the Comm menu, choose Inbox or Outbox.

To work with e-mail, you can:

Write e-mail messages

Access incoming mail

Access outgoing mail

You can also:

Capture data

Sign up for Investor Insight

Set the timer


 Setting the timer

You can call Investor Insight automatically and unattended any time you want by setting the timer.  The timer lets you capture data from Investor Insight at your convenience.  You can also set the timer to automatically print the latest news stories that were captured or a personal report that integrates charts, news stories, and summary articles based on the new data.  (See Personal Report.)

To set the timer:

1.	From the Comm menu, choose Timer.  The Timer window appears.

2.	Choose Never to disable automatic dialing, Once to automatically dial one time, or Daily to automatically dial every day at the same time.

3.	To set the time of day to call, enter a time in the box and choose AM or PM.

4.	Select “Latest news” and/or “Personal Report” to print the latest news stories and/or a Personal Report after the data is captured. Select “Include Snapshots” if you want to include a price-volume chart and news stories in your personal report.

5.	Click OK.

Investor Insight must be running (it can be minimized) and your modem must be on to use the timer.  Be sure to leave your printer on if you want to print news or reports automatically.

You can also:

Capture data

Sign up for Investor Insight

Use e-mail


Calling
Call

To call Investor Insight to capture data:

1.	In the Download window, choose how much news to download.  (Investor Insight always downloads price information.)

Click Full to download news stories for all the securities on the Watch List.

Click Quotes Only to download no news stories.

Click Custom to download news stories for just some companies, and then click Customize.

2.	Click Call to call Investor Insight.  Progress gauges indicate how long each portion of the download lasts.  After the data is captured, Investor Insight disconnects you.

3.	Click OK to confirm the download is complete.  If you’ve selected this option, Investor Insight displays a flash report to update you on the latest information.  (See Setting report options.)

If you have trouble making a modem connection, see Troubleshooting.

Note: Don’t write to your hard drive while you’re capturing data from Investor Insight.  Investor Insight writes to the hard drive as it captures data.

From the Download window, you can also:

Change the modem setup

Customize the data capture


Customizing the data capture
Customize the data capture

To customize the data capture:

1.	In the Download window, click Custom, and then click Customize.  The Custom Download window appears.

2.	Select the stock(s) that you want news stories on (price information is always captured), or click Clear to deselect all of them.  To choose the stocks included in a portfolio or custom index, select the portfolio or custom index name from the Group list.

3.	Click OK to return to the Download window.

From the Download window, you can also:

Call

Change the modem setup


Changing the modem setup
Change the modem setup

To change the modem setup:

1.	In the Download window, click Setup.  Or, from the Comm menu, choose Settings.

2.	Select the port your modem is connected to.

3.	Select the speed (baud rate) of your modem.

4.	The access number for U.S. calls is set.  Don’t change it.

A free local number, represented by the text “U.S. Number (free call)” is already set for the software. This number works for most locations. If you change any of the phone number text, you need to restore it by choosing “U.S. Number (free call)” from the drop-down list.

If a local 950 number isn’t available in your region, Investor Insight automatically tries an 800 number instead. To always use the 800 number, select “Always use secondary number” from the drop-down list. If you live in a region serviced by 950 numbers, for faster downloading, keep the default selection “U.S. Number (free call).”

5.	(Optional) In the Dialing Prefix box, enter any prefix (such as “9,”) required to reach an outside line.  The comma tells the modem to pause for two seconds.

6.	Select Tone if you have a touch-tone phone line or Pulse if your phone line only works with rotary-dial phones.

7.	Click OK.

If you change any of the settings and want to restore them, click Autoconfigure.  Investor Insight re-runs the automatic modem setup.

You can also:

Change advanced modem settings

Troubleshoot (if you have trouble connecting)

From the Download window, you can also:

Call

Customize the data capture


Changing advanced modem settings
Change advanced modem settings

Investor Insight’s automatic setup makes advanced settings for your modem; you can change them if necessary.  Don’t change these settings unless you understand the changes you’re making.  If you have connection problems, see Troubleshooting before you change the advanced settings.

To change advanced modem settings:

1.	From the Set Up Modem window, click Advanced.

2.	Set or change to reset string, if necessary.

3.	Set or change the initialization string, if necessary.

4.	Click OK.


Writing e-mail messages
Write e-mail messages

To write e-mail messages:

1.	From the Comm menu, choose Write E-mail.  The Write E-Mail to Customer Service window appears.

2.	In the Subject box, enter the subject of your message.  In the Message box, enter your message.  (You can also paste text from other applications using Ctrl+V.)

3.	Click OK to place the message in the Outbox.  From there, you can edit or delete the message.  (See Accessing outgoing mail.)

4.	Click the Call icon to make an online connection.  Investor Insight sends the message during the online session.  (See Capturing data.)  You can expect a response within two business days.

You can also:

Attach files to e-mail messages

Access incoming mail

Access outgoing mail


Attaching files to an e-mail message
Attach files to an e-mail message

To attach files to an e-mail message:

1.	In the Write E-Mail to Customer Service window, click Add.

2.	From the Attach File window , select the file you want to attach, and click OK.

To remove attachments from an e-mail message:

1.	In the Write E-Mail to Customer Service window, select the file from the Attached Files list you want to remove.

2.	Click Remove.

3.	Click OK.

You can also:

Write e-mail messages

Access outgoing mail

Access incoming mail


Accessing incoming mail
Access incoming mail

To access incoming mail:

From the Comm menu, choose Inbox.  Each e-mail message and company report you received is listed in the upper box by date and subject.

•	To read a message, select it.  Its contents appear in the lower box.

•	To read a company report, select it in the list and click View.  (See Displaying company reports.)

•	To answer a message, click Reply.  The Write E-Mail to Customer Service window appears.  (See Writing e-mail messages.)

•	To delete a message from the Inbox, select the message and click Delete. Investor Insight deletes the message from the Inbox and from your hard disk.  (If you delete a “Company Report Received” notice, Investor Insight deletes the notification only, not the actual company report.)

•	To save the message text to a file, choose Export from the File menu.  The Export To window appears.  Enter a name for the file in the File Name box, using the .txt extension. Choose the appropriate drive and directory and click OK.  Investor Insight saves the message in a text file so you can use it with other programs.

You can also:

Write e-mail messages

Access outgoing mail


Accessing outgoing mail
Access outgoing mail

To access outgoing mail:

From the Comm menu, choose Outbox.  Each e-mail message you wrote and any orders you placed for company reports are listed in the upper box by date and subject.

•	Choose Show Old Items to list messages of up to one month old.

•	To review a message, select it from the upper list.  Its contents appear in the lower box.

•	To edit a message, select it from the upper list and then click Edit. Make any changes in the Write E-Mail to Customer Service window and then click OK.

•	To delete a message from the Outbox and from your hard disk, select the message in the upper box and then click Delete.

•	To save the message text to a file, choose Export from the File menu.  The Export To window appears.  Enter a name for the file in the File Name box, using the .txt extension. Choose the appropriate drive and directory (for additional help, see your Windows User's Guide) and click OK.  Investor Insight saves the message in a text file so you can use it with other programs.

You can also:

Write e-mail messages

Access incoming mail


Changing your user profile
Change your user profile

You set up your user profile when you first sign up for Investor Insight.  (See Signing up for Investor Insight.)  You can change your user profile any time.

To change your user profile:

1.	From the Comm menu, choose User Profile.

2.	To change the information, click the Change buttons, make the changes, and then click OK.

3.	Click OK.

4.	Click Close.  Investor Insight sends the changes the next time you make an online connection.


Getting billing and pricing information
Get billing and pricing information

To get information about your account billing for the current month and information about pricing for the Investor Insight service:

•	From the Comm menu, choose Get Billing Information.  Investor Insight places a request in your Outbox and sends it the next time you make an online connection.  (See Capturing data.)  You receive billing and pricing information in your Inbox in the next online session.


Watch List

The Watch List contains all the stocks and mutual funds you want to track in Investor Insight.  You select its contents.  Investor Insight uses the Watch List to capture price information (high, low, and closing prices, trading volume, and splits) and news stories and to generate charts and reports.  You also use the stocks and mutual funds on the Watch List to create portfolios and custom indexes.  (See Portfolios and Custom indexes.)

To work with the Watch List:

•	From the List menu, choose Watch List, or click the Watch icon on the iconbar.  The Watch List window appears.  Trading symbols for your stocks and mutual funds appear on the left.  When you select a symbol, the full name of the company or mutual fund appears at the bottom of the window.

From the Watch List window, you can:

Add stocks and mutual funds

Display news stories

Display a price-volume chart

Work with notes

Remove stocks and mutual funds


 Adding stocks and mutual funds to the Watch List

Before you can use Investor Insight to analyze your investments, you need to add the stocks and mutual funds you want to track to the Watch List.  The first time you make an online connection, Investor Insight captures price information (for the last five years) and news stories (for the last 90 days or a maximum of 50 stories, whichever comes first) for the stocks in the Watch List.  (Only price information is captured for mutual funds.) After that, each time you connect, Investor Insight only captures the price information and news stories since your last online session.  (All the information is captured for securities you added to the Watch List since your last online session.)  See Capturing data.

To add a stock or mutual fund to the Watch List:

1.	From the List menu, choose Watch List, or click the Watch icon on the iconbar.

2.	Click Add.  The Add Securities to Watch List window appears.

3.	To add securities by their symbol or by their name, select Symbol or Name.

4.	Select a stock or mutual fund from the list.  The list isn’t available when you first start Investor Insight; you must expand the database by clicking Show All Securities.  If you don’t want to expand the list right away, you can search for a security.

If you can’t find the security you want on the list, click here for more information.

5.	To add the selected stock or mutual fund to the Watch List, click Add.

6.	Continue adding the stocks and mutual funds you want. When you’re finished, click Close.  The securities you added appear in the Watch List window.  The Changed Watch List window appears.

7.	Click Call Now if you want to call Investor Insight now to get news and quotes.  (See How to dial for more information.)  Click Call Later to get news and quotes another time.  (See Capturing Data.)

From the Watch List window, you can also:

Display news stories

Display a price-volume chart

Work with notes

Remove stocks and mutual funds


Searching for a stock or mutual fund
To search for a stock or mutual fund:

1.	Type the first few letters of the security name or symbol (depending on which option you selected for Find By) and then click Search.  Investor Insight searches its database and displays the companies that match the letters you typed.  If more than 50 names match the letters you typed, Investor Insight only displays the first 50 that match.  You can type more letters to narrow down the search.

2.	Select the stock or mutual fund you want from the list.


Selecting a stock or mutual fund from a list
To select a stock or mutual fund from a list:

1.	Use the scroll bar to find the stock or mutual fund you want from the lower list. Securities are sorted by symbol or name, depending on which option you chose for Find By. You can also type the first few characters of the security name or symbol.  Investor Insight scrolls the list as you type.  (If there are no entries in the lower list, click Show All Securities.)

2.	Select the stock or mutual fund you want from the list.


Building the list
To build the list:

•	Click Show All Securities in the Add Securities to Watch List window and then click Build Indexes.  Investor Insight takes a few minutes to expand a database of stocks and mutual funds so you can select from a comprehensive list.  You only have to do this once.


Finding a security

If you can’t find the security you want to add to the Watch List (for example, a recent IPO), you may need to make an online connection to update the name and symbol list.

When you make an online connection, Investor Insight updates the name and symbol list for new IPOs, name changes, delistings, and mergers during the “corporate actions” portion of the download. Investor Insight can download only a limited number of corporate actions during each download. If you haven’t downloaded data recently, it may take more than one online session to completely update the name and symbol list.


 Removing stocks and mutual funds from the Watch List

When you no longer want to analyze a stock or mutual fund, you can remove it from the Watch List to reduce online time.  (To delete stock and mutual fund data from your hard disk, see Deleting data from disk.)  If the stock or mutual fund is included in a portfolio or custom index, you need to delete it from the portfolio or custom index before you can remove it from the Watch List.   (See Opening portfolios or Deleting custom indexes.)

Once you remove a stock or mutual fund from the Watch List, Investor Insight no longer captures data for it when you make an online connection; however, you can still retrieve its historical data.  (See Returning stocks and mutual funds to the Watch List.)

To remove a stock or mutual fund from the Watch List:

1.	From the List menu, choose Watch List, or click the Watch icon on the iconbar.

2.	Select a stock or mutual fund.

3.	Click Remove.

From the Watch List window, you can also:

Add stocks and mutual funds

Display news stories

Display a price-volume chart

Work with notes


Portfolios and custom indexes

Portfolios and custom indexes provide a way to group stocks and mutual funds for tracking and analysis.

Portfolios

Portfolios let you define collections of stocks and/or mutual funds that have an explicit dollar value associated with each one.  They list your investment holdings (or shadow holdings) and include information on the number of shares purchased, the purchase price per share, and any accounting transaction data.

Custom Indexes

Custom indexes let you define collections of stocks and/or mutual funds that have a relative value associated with each one, rather than an explicit value.  Like market indexes, they assume equal dollar weightings of their holdings, recalculated on a daily basis, rather than weightings you define, as in portfolios.


Portfolios

A portfolio is a collection of stocks and/or mutual funds with a dollar value, and can include cash transactions of your investment holdings or "shadow" holdings (stocks and/or mutual funds you don't own but want to track).

Investor Insight lets you track many types of portfolios.  One portfolio could be an actual account held by a brokerage firm.  Another could be a "shadow" portfolio to track recommendations made by a financial adviser, investment newsletter, business columnist, or other source.

You build portfolios from the stocks and mutual funds in the Watch List.

To work with portfolios:

•	From the List menu, choose Portfolio List, or click the Portfolio icon on the iconbar. The Portfolios window appears, listing any portfolios you created.

From the Portfolios window, you can:

Create portfolios

Open portfolios

Rename portfolios

Delete portfolios

Display portfolio charts

Display portfolio reports


Creating portfolios

Because you build portfolios from the Watch List, you must add stocks and mutual funds to the Watch List before you can create a portfolio.  (See Adding stocks and mutual funds to the Watch List.)  Although you can include any number of stocks and mutual funds in a portfolio, groups of 30 or less are easier to view in chart form.

You can create three kinds of portfolios:

•	Simple portfolios

•	Advanced portfolios

•	Quicken portfolios

To create a portfolio:

1.	From the List menu, choose Portfolio List, or click the Portfolio icon on the iconbar.  Any existing portfolios are listed by name, along with a symbol showing whether each portfolio is simple (S), advanced (A), or from Quicken (Q).

2.	Follow the steps in Creating a simple portfolio, Creating an advanced portfolio, or Using Quicken investment accounts in Investor Insight.

From the Portfolios window, you can also:

Open portfolios

Rename portfolios

Delete portfolios

Display portfolio charts

Display portfolio reports


Creating a simple portfolio

Create a simple portfolio when you want a quick and easy way to analyze the performance of a group of stocks or mutual funds.  A simple portfolio is based solely on your current holdings and does not include transactions and cash adjustments.  A report generated from this data can show current portfolio value, the aggregate cost of the portfolio, and dollar and percent gains for each individual stock or mutual fund.  Charts can show historical values of the current holdings, which is adequate for long-term investors who do not trade often.

Although the value of a simple portfolio can be calculated in charts and reports for any day, it is based on current holdings, not necessarily on holdings for that day.  Because you can only enter one purchase lot of a security, you must edit the holdings in the portfolio when you buy or sell the security after the starting date of the portfolio so that the revised number of shares becomes the current holdings.  (To create a portfolio that calculates true value on any given day and performance figures for any period, see Creating an advanced portfolio.)

To create a simple portfolio:

1.	In the Portfolios window, click New.  The Create Portfolio window appears.

2.	Type a name for the portfolio, and then select Simple.

3.	Click OK.  The Add To Portfolio window appears.

4.	Select a stock or mutual fund by symbol.

5.	To add the selected stock or mutual fund to the portfolio, click Add.  The Enter Holdings window appears, showing the full name of the company or mutual fund.

6.	Enter the number of shares you own or want to track and the purchase price per share, and then click OK.

7.	To continue adding stocks and mutual funds, repeat steps 4 through 6. When you're finished, click Close.  Your portfolio is displayed in a window showing the name, a list of the stocks and mutual funds you added, and the number of shares and price per share you entered.

From the simple portfolio window, you can:

Add stocks and mutual funds

Edit stock/mutual fund information

Delete stocks and mutual funds

Export stock/mutual fund information


 Creating an advanced portfolio

Create an advanced portfolio when you want to maintain a detailed record of transactions in a brokerage account.  Unlike a simple portfolio, which is based solely on current stock and mutual fund holdings, an advanced portfolio includes transactions and cash adjustments.  It contains a full accounting of all transactions related to a group of stocks or mutual funds, including buy and sell transactions (with broker commissions), contributions, withdrawals, income (such as dividends and interest), split transactions, and cash adjustments.  (You can’t include short sales, bonds, options, or commodities.)  In charts and reports, Investor Insight uses this data to calculate true portfolio value on any day and performance figures (internal rate of return and time-weighted return) for any period after the portfolio's starting date.  You can display the transactions you enter on a price-volume chart for the stock or mutual fund.  (See Jumping to related information.)

To create an advanced portfolio:

1.	In the Portfolios window, click New.  The Create Portfolio window appears.

2.	Enter a name for the portfolio and then select Advanced.

3.	Click OK.  The Start Date window appears.

4.	Set the starting date of the portfolio by using the scroll arrows beside the date (or the + or - keys) to change it one day at a time, or by typing a new date in the box.

5.	Click OK.  The Initial Cash window appears.

6.	Enter the starting cash amount as of the end of the day for the portfolio’s start date, and then click OK.  Your portfolio opens in a window displaying the name of your portfolio.

7.	To enter transactions, click the icon of the transaction you want from the list on the left.  See:

Entering buy transactions

Entering sell transactions

Entering contributions

Entering withdrawals

Entering income

Entering split transactions

Adjusting cash

The transactions you add appear in the list in the open portfolio window, along with the cash balance.

From the advanced portfolio window, you can:

Change the start date and cash amount

Add transactions

Edit transactions

Delete transactions

Export transaction information


 Opening portfolios

Open a portfolio whenever you want to review, edit, or export its contents.

To open a portfolio:

1.	From the List menu, choose Portfolio List, or click the Portfolio icon on the iconbar.

2.	Select a portfolio, and then click Open.  The portfolio window appears, containing a list of the stocks and mutual funds in the portfolio, along with the data you entered.

From the Portfolios window, you can also:

Create portfolios

Rename portfolios  (except for Quicken portfolios)

Delete portfolios

Display portfolio charts

Display portfolio reports


 Renaming portfolios

You can rename portfolios (except Quicken portfolios) at any time.

To rename a portfolio:

1.	From the List menu, choose Portfolio List, or click the Portfolio icon on the iconbar.

2.	Select a portfolio, and then click Rename.  The Rename Portfolio window appears.

3.	Enter a new portfolio name, and then click OK.  The new name appears in the Portfolios window.

From the Portfolios window, you can also:

Create portfolios

Open portfolios

Delete portfolios

Display portfolio charts

Display portfolio reports


 Deleting portfolios

Delete a portfolio whenever it’s no longer useful.  When you delete a portfolio, its stocks and/or mutual funds remain on the Watch List, and their captured data (price information and news stories) remain on your hard disk.  (To delete stock and mutual fund data from your hard disk, see Deleting data from disk.)

To delete a portfolio:

1.	From the List menu, choose Portfolio List, or click the Portfolio icon on the iconbar.

2.	Select a portfolio, and then click Delete.

3.	Click Yes to delete the portfolio.

From the Portfolios window, you can also:

Create portfolios

Open portfolios

Rename portfolios

Display portfolio charts

Display portfolio reports


Adding stocks and mutual funds to a simple portfolio
Add stocks and mutual funds to a simple portfolio

To add stocks and mutual funds to a simple portfolio:

1.	In the simple portfolio window, click Add.  The Add To Portfolio window appears.

2.	Select a stock or mutual fund by symbol.

3.	To add the selected stock or mutual fund to the portfolio, click Add.  The Enter Holdings window appears.

4.	Enter the number of shares you own or want to track and the purchase price per share, and then click OK.

5.	To continue adding stocks and mutual funds, repeat steps 2 through 4.  When you’re finished, click Close.

From the simple portfolio window, you can also:

Edit stock/mutual fund information

Delete stocks and mutual funds

Export stock/mutual fund information


Editing stock or mutual fund information in a simple portfolio
Edit stock or mutual fund information in a simple portfolio

To edit stock or mutual fund information in a simple portfolio:

1.	In the simple portfolio window, select a stock or mutual fund, and then click Edit. The Enter Holdings window appears.

2.	Enter the new number of shares you own or want to track and/or the new purchase price per share, and then click OK.

From the simple portfolio window, you can also:

Add stocks and mutual funds

Delete stocks and mutual funds

Export stock/mutual fund information


Deleting stocks and mutual funds from a simple portfolio
Delete stocks and mutual funds from a simple portfolio

To delete stocks or mutual funds from a simple portfolio:

1.	In the simple portfolio window, select a stock or mutual fund, and then click Delete.

2.	Click OK to confirm the deletion.

From the simple portfolio window, you can also:

Add stocks and mutual funds

Edit stock/mutual fund information

Export stock/mutual fund information


Exporting stock or mutual fund information from a simple portfolio
Export stock or mutual fund information from a simple portfolio

To export stock or mutual fund information from a simple portfolio:

1.	Display the simple portfolio window.

2.	From the File menu, choose Export.  The Choose Export File Type window appears.

3.	Select Excel (XLS) or Text (TXT) and then click OK.  The Export To window appears.

4.	In the File Name box, enter a name for the file, using the appropriate extension, and choose the appropriate drive and directory.

5.	Click OK.  Investor Insight confirms that the stock or mutual fund information in the portfolio was saved in the format you chose for use with other programs.

6.	Click OK.

From the simple portfolio window, you can also:

Add stocks and mutual funds

Edit stock/mutual fund information

Delete stocks and mutual funds


Changing the start date and cash amount for an advanced portfolio
Change the start date and cash amount for an advanced portfolio

To change the start date and cash amount for an advanced portfolio:

1.	In the advanced portfolio window, click Set Start. The Change Start Date and Cash window appears.

2.	Change the starting date of the portfolio.  Either use the scroll arrows beside the date to change it one day at a time, or enter a new date.

3.	Change the starting cash amount by entering the new dollar amount.

4.	Click OK.  The portfolio reflects the data you entered.

From the advanced portfolio window, you can also:

Add transactions

Edit transactions

Delete transactions

Export transaction information


Adding transactions to an advanced portfolio
Add transactions to an advanced portfolio

To add transactions to an advanced portfolio:

1.	In the advanced portfolio window, click the icon for the type of transaction you want to add.  See:

Entering buy transactions

Entering sell transactions

Entering contributions

Entering withdrawals

Entering income

Entering split transactions

Adjusting cash

2.	Continue adding transactions by repeating step 1.  The transactions you add appear in the list in the portfolio, along with the cash balance.

From the advanced portfolio window, you can also:

Change the start date and cash amount

Edit transactions

Delete transactions

Export transaction information


Editing transactions in an advanced portfolio
Edit transactions in an advanced portfolio

To edit transactions in an advanced portfolio:

1.	In the advanced portfolio window, select a transaction.

2.	To display the transaction information, click Edit.

3.	Enter the new information and then click OK.

From the advanced portfolio window, you can also:

Change the start date and cash amount

Add transactions

Delete transactions

Export transaction information


Deleting transactions from an advanced portfolio
Delete transactions from an advanced portfolio

To delete transactions from an advanced portfolio:

1.	In the advanced portfolio window, select a transaction and then click Delete.

2.	Click OK to confirm the deletion.

From the advanced portfolio window, you can also:

Change the start date and cash amount

Add transactions

Edit transactions

Export transaction information


Exporting transaction information from an advanced portfolio
Export transaction information from an advanced portfolio

To export transaction information from an advanced portfolio:

1.	Display the advanced portfolio.

2.	From the File menu, choose Export.  The Choose Export File Type window appears.

3.	Select a file type and then click OK.  The Export To window appears.

4.	Enter a name for the file in the File Name text box, using the appropriate extension, choose the appropriate drive and directory, and then click OK.

5.	If you chose Quicken as the file type, enter the name of the transfer account you want to use for withdrawal and contribution transactions, and then click OK.

6.	Click OK to confirm the export.

From the advanced portfolio window, you can also:

Change the start date and cash amount

Add transactions

Edit transactions

Delete transactions


Entering buy transactions in an advanced portfolio
Enter buy transactions in an advanced portfolio

To enter buy transactions in an advanced portfolio:

1.	In the advanced portfolio window, click the Buy icon. The Buy Shares window appears.

2.	Select a stock or mutual fund from the Security drop-down list.

3.	Set the date of the transaction.  Either use the scroll arrows beside the date to change it one day at a time or enter a new date.  You can’t enter future dates.

4.	Enter the appropriate numbers for the number of shares purchased, the price per share, the commission charged, or the total cost in any three of the boxes.  Investor Insight calculates the number in the empty box.

5.	Enter any comments about the transaction in the Comment box (optional).

6.	To add the transaction to the portfolio, click Add.  You can add more buy transactions, or when you’re finished, click Close to close the Buy Shares window.

From the advanced portfolio window, you can also:

Change the start date and cash amount

Add transactions

Edit transactions

Delete transactions

Export transaction information


Entering sell transactions in an advanced portfolio
Enter sell transactions in an advanced portfolio

To enter sell transactions in an advanced portfolio:

1.	In the advanced portfolio window, click the Sell icon. The Sell window appears.

2.	Select a stock or mutual fund from the Security drop-down list.  Only those companies for which you've entered buy transactions appear in the list.

3.	Set the date of the transaction.  Either use the scroll arrows beside the date to change it one day at a time or enter a new date.  You can’t enter future dates.

4.	Enter the appropriate numbers in any three of the boxes for the number of shares sold, the price per share, the commission charged, or the total proceeds.  Investor Insight calculates the number in the empty box.

5.	From the lots list, choose the lot you want to sell from.  You can only sell from one lot per transaction.  If you’re selling more shares than are in one lot, you must enter another transaction.

6.	Enter any comments about the transaction in the Comment box (optional).

7.	To add the transaction to the portfolio, click Add.  You can add more sell transactions, or when you’re finished, click Close to close the Sell window.

From the advanced portfolio window, you can also:

Change the start date and cash amount

Add transactions

Edit transactions

Delete transactions

Export transaction information


Entering contributions in an advanced portfolio
Enter contributions in an advanced portfolio

To enter contributions in an advanced portfolio:

1.	In the advanced portfolio window, click the Contrib. icon. The Contribution window appears.

2.	Set the date of the transaction.  Either use the scroll arrows beside the date to change it one day at a time or enter a new date.  You can’t enter future dates.

3.	Enter the amount of the contribution in the Amount box.

4.	Enter any comments about the transaction in the Comment box (optional).

5.	To add the transaction to the portfolio, click Add.  You can add more contribution transactions, or when you’re finished, click Close to close the Contribution window.

From the advanced portfolio window, you can also:

Change the start date and cash amount

Add transactions

Edit transactions

Delete transactions

Export transaction information


Entering withdrawals in an advanced portfolio
Enter withdrawals in an advanced portfolio

To enter withdrawals in an advanced portfolio:

1.	In the advanced portfolio window, click the Withdr. icon.  The Withdrawal window appears.

2.	Set the date of the transaction.  Either use the scroll arrows beside the date to change it one day at a time or enter a new date.  You can’t enter future dates.

3.	Enter the amount of the withdrawal in the Amount box.

4.	Enter any comments about the transaction in the Comment box (optional).

5.	To add the transaction to the portfolio, click Add.  You can add more withdrawal transactions, or when you’re finished, click Close to close the Withdrawal window.

From the advanced portfolio window, you can also:

Change the start date and cash amount

Add transactions

Edit transactions

Delete transactions

Export transaction information


Entering income transactions in an advanced portfolio
Enter income transactions in an advanced portfolio

To enter income transactions in an advanced portfolio:

1.	In the advanced portfolio window, click the Income icon.  The Income window appears.

2.	Select a stock or mutual fund from the Security drop-down list, or select General if the portfolio income is not related to a specific stock or mutual fund.

3.	Set the date of the transaction.  Either use the scroll arrows beside the date to change it one day at a time or enter a new date.  You can’t enter future dates.

4.	Enter the amount of the income in the Amount box.

5.	Choose the type of income: Dividend, Capital Gain (Short-Term), Capital Gain (Long-Term), or Interest.

6.	Enter any comments about the transaction in the Comment box (optional).

7.	To add the transaction to the portfolio, click Add.  You can add more income transactions, or when you’re finished, click Close to close the Income window.

From the advanced portfolio window, you can also:

Change the start date and cash amount

Add transactions

Edit transactions

Delete transactions

Export transaction information


Entering split transactions in an advanced portfolio
Enter split transactions in an advanced portfolio

If a stock in one of your existing portfolios splits, Investor Insight automatically notifies you when you’re downloading data.  It asks if you want to apply the split and if you answer Yes, enters a split transaction in the advanced portfolio.  When you’re creating a new portfolio, you can enter splits manually as you enter your historical data.

To manually enter split transactions in an advanced portfolio:

1.	In the advanced portfolio window, click the Split icon.  The Split window appears.

2.	Select a stock or mutual fund from the Security drop-down list.

3.	Set the date of the transaction.  Either use scroll arrows beside the date to change it one day at a time or enter a new date.  You can’t enter future dates.

4.	Enter the ratio of the split in the text boxes (such as 2 for 1).

5.	Enter any comments about the transaction in the Comment box (optional).

6.	To add the transaction to the portfolio, click Add.  You can add more split transactions, or when you’re finished, click Close to close the Split window.

From the advanced portfolio window, you can also:

Change the start date and cash amount

Add transactions

Edit transactions

Delete transactions

Export transaction information


Adjusting cash in an advanced portfolio
Adjust cash in an advanced portfolio

To adjust cash in an advanced portfolio:

1.	In the advanced portfolio window, click the Adj. Cash icon. The Adjust Cash window appears.

2.	Set the date of the transaction.  Either use the scroll arrows beside the date to change it one day at a time or enter a new date.  You can’t enter future dates.

3.	Enter the new cash balance in the box.

4.	Select the type of cash adjustment:  Dividend, Capital Gain (Short-Term), Capital Gain (Long-Term), or Interest.

5.	Enter any comments about the transaction in the Comment box (optional).

6.	To add the transaction to the portfolio, click OK, or click Cancel.

From the advanced portfolio window, you can also:

Change the start date and cash amount

Add transactions

Edit transactions

Delete transactions

Export transaction information


Charts

Charts use price information (high, low, and closing prices, trading volume, and splits) captured from Investor Insight to help you track investment data in a variety of ways.  They let you analyze price performance, trading activity, and other investment information on the stocks and mutual funds in the Watch List, portfolios, and custom indexes, as well as in market indexes.

The following charts are available:

Price-volume charts

Price-volume overview

Price-volume

Index charts

Company preview charts

Portfolio charts

Holdings

Relative value

Portfolio value

Portfolio vs. Dow Jones Industrial Average

Comparative charts

Percent change

Abnormal volume

Burst


Displaying company preview charts

Company preview charts show historical price data on a selected stock.  Investor Insight includes five years of weekly closing prices and volume (prepared by Iverson Financial Systems, Inc.), through August 31, 1995, for Standard and Poor’s 500 stocks.  (The CD-ROM version includes the 4,000 largest companies based on their market capitalization as of August 31, 1995.)  Investor Insight doesn’t update this data; however, if you want to follow a stock in more detail, add it to the Watch List and use Investor Insight to capture data.  See Watch List for more information.

To display a company preview chart:

1.	From the Chart menu, choose Company Preview, or click the Preview icon on the iconbar.

2.	Choose whether to select a stock by company name or by symbol.

3.	Enter the stock name or symbol.  As you type, Investor Insight scrolls the list to show the stocks that most closely match your entry.  The stock doesn’t have to be on the Watch List to see its company preview chart.

As you look at each company preview chart, Investor Insight adds the stock to the drop-down list.  If the stock you want is displayed in the drop-down list, you can select it from the list without typing its name.

Investor Insight graphs the security you selected.  The upper part of the graph plots weekly closing prices; the lower part of the graph plots volume.

4.	Choose whether to plot the values by price or by percent change.

5.	To add the stock to the Watch List (so you can get updated quotes and news), click Add to Watch List.

6.	Click Done.


 Price-volume charts

There are two kinds of price-volume charts:

Price-volume charts

Price-volume charts are line charts that plot the high, low, and closing prices of a single stock or mutual fund, as well as its trading volume over any time period.

Price-volume overview charts

Price-volume overview charts are miniature price-volume charts of the stocks and mutual funds in the Watch List.  You can arrange the miniature charts by point change, percent change, or volume change, or list them alphabetically.  You can double-click a miniature chart to display a price-volume chart for the selected stock or mutual fund.


 Displaying price-volume overview charts

Display the price-volume overview chart to get an overview of all the stocks and mutual funds in the Watch List.  Organize the miniature charts alphabetically, or numerically in order of point, percent, or volume change.

To display a price-volume overview chart:

•	From the Chart menu, choose Price-Volume Overview, or click the Price-Vol icon on the iconbar.  A miniature price-volume chart appears for each stock and mutual fund in the Watch List.

You can double-click a miniature chart to display a price-volume chart for the selected stock or mutual fund.

The number in the upper right corner of each miniature chart shows the change in point or percent since the close of the last trade day, or how the volume on the current day compares to the average volume for the last 13 weeks.  Numbers in green indicate gains; numbers in red indicate losses.

From the price-volume overview charts, you can:

Set chart options

Set the scope (specify which stocks or mutual funds to include)

Print the charts

Display a price-volume chart


 Displaying price-volume charts

Display a price-volume chart to see price performance and trading activity of a single stock or mutual fund over a specified time period.  (To see an overview of the price, percent, or volume change of more than one stock or mutual fund in the same window, see Displaying price-volume overview charts.)

The upper part of the chart plots closing prices for each day in the time period; the lower part displays volume data.  You can add hi-lo marks that show each date's high and low prices, market index information (normalized to start at the same price as the stock or mutual fund), and other elements to a price-volume chart.   (See Setting chart  options.)  You can also access news stories, splits, notes, company reports, and trades relating to a stock or mutual fund.  (See Jumping to related information.)

Because you will probably use the price-volume chart more frequently than other charts, you can display it from several places in Investor Insight.

To display a price-volume chart:

•	In the Watch List window, select a stock or mutual fund and then click Chart, or double-click the name of a stock or mutual fund in the Watch List.

•	In the News window, select a stock or mutual fund in the headline area and then click Chart, or double-click a story headline in the headline area.

•	In a flash report, click the arrow next to the information about the stock or mutual fund in the Prices section, or click the arrow next to the Abnormal Volume section.  (See Flash reports.)

•	In a company report, click the price-volume chart icon to display the chart for the company.  (See Displaying company reports).

•	Use QuickZoom in the charts, reports, and windows listed below.  Move the cursor to a stock or mutual fund (or a title of a note in the Notes window) until you see the magnifying glass cursor, and then double-click the mouse button to display the chart.

•	Price-volume overview chart (see Displaying price-volume overview charts)

•	Current prices report (see Current prices reports)

•	Value portfolio report (see Displaying value reports)

•	Holdings portfolio chart (see Displaying holdings charts)

•	Relative value portfolio chart (see Displaying relative value charts)

•	Percent change comparative chart (see Displaying percent change charts)

•	Abnormal volume comparative chart (see Displaying abnormal volume charts)

•	Notes window (see Displaying notes)

From a price-volume chart, you can:

Set the time period

Set chart options

Jump to related information

Print the chart

Export the chart


Reading a price-volume chart
To read a price-volume chart:

•	To display additional information about a date, click a date on the chart.  Investor Insight marks the date with a vertical line, and displays the high, low, and closing price, point change, and total volume traded for the date at the top of the window. To change the date, click a new date or drag the vertical line.

•	If you move the mouse over a hot spot, it changes shape, and you can QuickZoom to news stories, notes, splits, and trades.  (See Jumping to related information.)


Displaying index charts

You can display an index chart for either the Dow Jones Industrial Average index or the Standard & Poor's 500 index.  An index chart can plot the high, low, and closing values for each date in the chart's time period.

To display an index chart:

•	From the Chart menu, choose Index Charts.  The Choose Index window appears.  Choose Dow Jones Industrial Average or S&P 500 and then click OK.

Or

•	In a flash report, click the arrow next to the market index in the Market Indexes area.  (See Flash reports.)

From an index chart, you can:

Set the time period

Set chart options

Print the chart

Export the chart


Reading an index chart
To read an index chart:

•	To display additional information about a date, click a date on the chart.  Investor Insight marks the date with a vertical line, and displays the high, low, and closing points and point change for the date at the top of the window.

•	To change the date, click a new date or drag the vertical line.


 Portfolio charts

Portfolio charts display data for any of the portfolios listed in the Portfolios window.  (See Creating portfolios.)

There are four kinds of portfolio charts:

•	Holdings charts are pie charts that show how a portfolio's value is distributed among the stocks or mutual funds it contains on a specific date.

•	Relative value charts are three-dimensional bar charts that show the current value of each stock or mutual fund sorted in descending order.  Each bar has two segments—one shows the current value and one shows the initial cost—to indicate unrealized gain or loss for the stock or mutual fund.

•	Portfolio value charts are bar charts that show the total dollar value of a portfolio for each date in any time period.

•	Portfolio vs. Dow Jones Industrial Average charts are three-dimensional line charts that compare the performance of a portfolio with the Dow Jones Industrial Average for each date in any time period.

You can:

Display holdings charts

Display relative value charts

Display portfolio value charts

Display portfolio vs. Dow Jones Industrial Average charts


 Displaying holdings charts

Display a holdings chart to see what percent of a portfolio's value each of its stocks and/or mutual funds represents on a specific date.  If a portfolio contains more stocks and/or mutual funds than will fit in the pie chart, those representing the smallest value of the portfolio are grouped together and labeled "Other."

To display a holdings chart:

1.	In the Portfolios window, click Chart.  The Portfolio Chart window appears.

2.	Select a portfolio from the Portfolio drop-down list, and then click the Holdings icon.

To focus in on a particular stock or mutual fund, double-click a wedge to display its price-volume chart.

From a holdings chart, you can:

Set the time period

Print the chart

Export the chart

Display a price-volume chart


 Displaying relative value charts

Display a relative value chart to rank-order the value of each holding in your portfolio.  In addition, you can compare the initial cost and current value of each stock or mutual fund to view unrealized gains or losses.

To display a relative value chart:

1.	In the Portfolios window, click Chart. The Portfolio Chart window appears.

2.	Select a portfolio from the Portfolio drop-down list, and then click the Relative Value icon.

The height of each bar in the chart represents current value; the black lines represent the cost.  The black line is above the bar for unrealized losses, and within the bar for unrealized gains.

To focus in on a particular stock or mutual fund, double-click a bar to display its price-volume chart.

From a relative value chart, you can:

Set the time period

Print the chart

Export the chart

Display a price-volume chart


 Displaying portfolio value charts

Display a portfolio value chart to see how the value of a portfolio changed over a time period.

To display a portfolio value chart:

•	In the Portfolios window, click Chart.  The Portfolio Chart window appears.  Select a portfolio from the Portfolio list, and then click the Portfolio Value icon.

Or

•	In a flash report, click the arrow beside the portfolio information.  (See Flash reports.)

The bars on the chart represent the value of the portfolio on a single date.  Double-click a bar to display a portfolio value report.

From a portfolio value chart, you can:

Set the time period

Print the chart

Export the chart


 Displaying portfolio vs. Dow Jones Industrial Average charts

Display a portfolio vs. Dow Jones Industrial Average chart when you want to compare the performance of a portfolio with the Dow Jones Industrial Average over a time period.  The market index uses the same starting value as the portfolio.

To display a portfolio vs. Dow Jones Industrial Average chart:

1.	In the Portfolios window, click Chart. The Portfolio Chart window appears.

2.	Select a portfolio from the Portfolio list, and then click the Portfolio vs. Dow Jones icon.

From a portfolio vs. Dow Jones Industrial Average chart, you can:

Set the time period

Print the chart

Export the chart


 Comparative charts

Comparative charts let you compare the performance of multiple stocks, mutual funds, indexes, (market indexes, portfolios, or custom indexes), or almost any combination on the same chart.

There are three kinds of comparative charts:

•	Percent change charts are bar charts that show the percent change in price (both positive and negative) of each stock, mutual fund, or index in the chart's scope within any time period.  These charts help you quickly identify stocks and mutual funds with major price movement, which may warrant further investigation.

•	Abnormal volume charts are bar charts that show how the trading volume of each stock compared to its normal trading volume (over the past quarter).  Stocks with abnormally high volume may indicate that they are "in play."  This may reflect a major company event, so check the News window to see if an important story has come through.

•	Burst charts are line charts that show comparative change in value (expressed in percent) of each stock, mutual fund, or index in the chart's scope for each date in any time period, based on a common starting point (100%).  This is the most powerful tool for comparing performance.

You can:

Display percent change charts

Display abnormal volume charts

Display burst charts


 Displaying percent change charts

Display a percent change chart to compare the performance of stocks, mutual funds, and/or indexes (a market index, a portfolio, or a custom index) for the same time period.  (To include index information in the chart, see Setting the scope of charts.)

To display a percent change chart:

1.	From the Chart menu, choose Comparative Charts, or click the Compare icon on the iconbar.  The Comparative Chart window appears.

2.	Click the Percent Change icon.

Each bar in the chart represents the percent price change of a stock, mutual fund, or index within the time period you set.  Dividend distributions aren’t included.

From a percent change chart, you can:

Set the time period

Set the scope (specify which stocks or mutual funds to include)

Print the chart

Export the chart

Display a price-volume chart (by double-clicking a bar for a stock or mutual fund)

Display a portfolio value chart (by double-clicking a bar for a portfolio)


 Displaying abnormal volume charts

Display an abnormal volume chart to identify stocks with high volume on a given day.  High volume can may indicate price volatility, a major event, or associated news stories.

To display an abnormal volume chart:

1.	From the Chart menu, choose Comparative Charts, or click the Compare icon on the iconbar.  The Comparative Chart window appears.

2.	Click the Abnormal Volume icon.

Each bar in the chart represents the volume of a stock on a single date, expressed as a percent of that stock’s average daily volume over the last 65 trading days preceding the date.  For example, if a stock has a value of 100%, the volume for that day was normal for that stock.

From an abnormal volume chart, you can:

Set the time period

Set the scope (specify which stocks or mutual funds to include)

Print the chart

Export the chart

Display a price-volume chart (by double-clicking a bar)


 Displaying burst charts

Display a burst chart to compare the change in value (expressed in percent) of stocks, mutual funds, and/or indexes (a market index, a portfolio, or a custom index) for each date in a time period from the same starting point.  All stocks, mutual funds, and indexes in the chart begin at 100%.  Because you can show multiple stocks, mutual funds, portfolios, and indexes on the same chart and their starting point is the same, the burst chart is the most powerful tool for comparing performance.

Unlike other charts, you need to set the scope of a burst chart before you display it.

To display a burst chart:

1.	From the Chart menu, choose Comparative Charts, or click the Compare icon on the iconbar.  The Comparative Chart window appears.

2.	Click the Burst Chart icon.  The Choose Scope and Index window appears.  All the stocks and mutual funds in the Watch List appear in the list on the left.

3.	Select the stock(s) and/or mutual fund(s) you want from the list, or click Clear to deselect all of them. To select the stocks or mutual funds included in a portfolio or custom index, select the portfolio or custom index name from the Group drop-down list.

4.	To include index information as a separate line on the chart, select one or more of the indexes listed at the bottom of the window.

5.	Click OK.

Each line on the chart represents one stock, mutual fund, portfolio, or index and shows its performance during the time period you set.  Performance is calculated based on price alone and doesn’t reflect dividends.

You can also display a burst chart from a flash report by clicking the arrow next to the custom index information.  (See Flash reports.)

You can also:

Set the time period

Change the scope (specify which stocks or mutual funds to include)

Print the chart

Export the chart


 Setting the time period of charts

In most charts, the data can reflect any time period from a single day to a year or more.  However, the time period for the price-volume overview charts is preset to one year, and holdings, relative value, and abnormal volume charts can only be set for a specific day.  (While most chart calculations are based on two data points--such as a company's income statement for the beginning and end of a quarter--holdings, volume, and relative value charts are snapshots for a single day, similar to a balance sheet at the end of the quarter.)

Choices for the time period can include Since (previous online session), Day, Week, Month, 3-Month, YTD (year-to-date), Year, 5-Year, or Custom.  All choices end with the date of your last online session (when you last captured data).

To ensure a meaningful chart, make sure you’ve captured up-to-date price information for all of the stocks and mutual funds included in the chart.  (See Capturing data.)

To set the time period for a chart:

1.	Display the chart you want.  (See Charts.)

2.	Use one of the following methods:

•	If a date box is displayed below the chart, use the scroll arrows beside the date (or the + and - keys) to change the date one day at a time, or enter a new date.  You can’t enter future dates.

•	If a drop-down list is displayed below the chart, select the appropriate time period from those available.

Or select Custom to set any time period you want.  If you select Custom, change the From and To dates.  Either use the scroll arrows beside each date (or the + and - keys) to change the date one day at a time, or enter a new date.  Click OK when you're finished.

The data in the chart reflects the time period you set.


 Setting the scope of charts

You can set the scope of the following charts to include any single stock or mutual fund in the Watch List or any group of them (such as the securities that comprise a portfolio or custom index).

•	price-volume overview charts

•	percent change charts

•	abnormal volume charts

•	burst charts

The data for each stock and mutual fund included in the scope (regardless of whether it is contained in a portfolio or custom index) appears as a separate bar or line on the chart.  For the scope of a percent change and burst chart, however, you have the additional option of including an index--a separate bar or line on the chart for the Dow Jones Industrial Average index, the Standard & Poor's 500 index, a portfolio, or a custom index.  Each bar or line represents the combined data for that group of stocks and/or mutual funds, letting you compare the performance of individual stocks and mutual funds against the chosen index(es).

When you use Investor Insight for the first time, the scope of all charts (except a burst chart) includes all the stocks and mutual funds in the Watch List.

To ensure a meaningful chart, make sure you’ve captured up-to-date price information for all of the stocks and mutual funds you want to include in the chart.  (See Capturing data.)

To set the scope of a chart:

1.	Display the chart you want.  (See Charts.)

2.	Click Scope. The Choose Scope window appears.  All the stocks and mutual funds in the Watch List appear in the list on the left.

3.	Select the stock(s) and/or mutual fund(s) you want from the list, or click Clear to deselect all of them. To select the stocks and/or mutual funds included in a portfolio or custom index, choose the portfolio or custom index from the Group drop-down list.

4.	To include index information as a separate bar or line on a percent change or burst chart, select one or more of the indexes listed at the bottom of the window.

5.	Click OK.

The data in the chart reflects the scope you set.


 Setting chart options

You can set chart options for a price-volume overview chart, a price-volume chart, and an index chart.

On a price-volume overview chart, you can:

•	Show the point change, percent change, or volume change for each security.

•	Sort securities alphabetically by name, or numerically by the greatest point, percent, or volume change.

On a price-volume chart, you can add or remove:

•	Indexes

•	Moving average

•	Price limit lines

•	Hot spots

•	Hi-lo lines

On an index chart, you can add or remove:

•	Hi-lo lines

To set the options:

1.	Display the chart you want.  (See Charts.)

2.	Click Options.  The Options window appears.

3.	For a price-volume overview chart, choose:

•	Whether to show the point change, percent change, or volume change for each security in the upper right corner of the miniature charts.  (The numbers show the change in point or percent since the close of the last trade day, or how the volume on the current day compares to the average volume for the last 13 weeks.)  Numbers in green indicate gains; numbers in red indicate losses.

•	How to sort the miniature charts--alphabetically by the name of the stock or mutual fund or numerically by the greatest point, percent, or volume change.

4.	For the other charts, choose any of the following options if available:

•	Dow Jones Industrial Average or S&P 500 to include a line on the chart for that index.

•	50-day or 200-day moving average to include a curve on the chart of averaged prices for that interval.  Each point is calculated by averaging the previous 50 (or 200) days’ closing prices.  Choose None to exclude the curve from the chart.

•	Show Limit Lines to include upper and/or lower price limit lines on the chart.  Type a price value in the High and/or Low text boxes.

•	News, Splits, Notes, Reports (for company reports), and/or Trades to include hot spots on the chart so you can QuickZoom to those items.

•	Show Hi-Lo Lines to include vertical lines that show the high and low prices for each day in the chart, and a hatch mark for the closing price for each day in the chart.  On a five-year chart, the high and low values are the highest and lowest for the month, the closing price is for the last day of the month, and volume is for the entire month.

5.	Click OK.

The data in the chart reflects the options you set.


 Jumping to related information

From a price-volume chart, you can QuickZoom (jump) to any news stories, splits, notes, company reports, or trades (transactions entered in an advanced portfolio that are available for the security for the dates in the chart's time period.

You QuickZoom by clicking hot spots on the chart.  Hot spots are indicated by:

•	red points for news stories.

•	olive points for splits.

•	blue points for notes.

•	purple points for company reports.

•	green points for all trades, along with labels for buy transactions (B) and sell transactions (S).

To jump to related information:

1.	Display the price-volume chart you want.  (See Displaying a price-volume chart.)

2.	Click Options.

3.	Click News, Splits, Notes, Reports, and/or Trades to include hot spots on the chart for those items.

4.	Click OK to close the window.

5.	Move the mouse pointer over a date containing a hot spot and double-click the mouse button.  The pointer changes shape depending on the kind of hot spot--a newspaper for news stories, a split dollar sign for splits, a notepad for notes, a page for company reports, and a “B” (for Buy) or “S” (for Sell) for  trades.  The Browse window appears, displaying the information for the hot spot.

6.	To see other hot spot information, click the left and right arrows.  The numbers at the bottom of the window indicate the number of hot spot items for the selected date.


 Printing charts

You can print any chart in Investor Insight (except company preview charts).  You can print the news stories, notes, and company reports available from price-volume charts separately.  See Printing news stories, Printing notes, and Printing reports.

To print the displayed chart:

1.	From the File menu, choose Print.  The Print window appears.

2.	Choose the print range, print quality, and number of copies to print, and then click OK.  (To change other printer settings, click Setup.  See your Microsoft Windows manual for more information.)

You can preview the chart before printing to see exactly how it will look on paper.

To preview and then print the displayed chart:

1.	From the File menu, choose Print Preview.  The Preview window appears, displaying the first full page of the chart.

2.	Click Two Page to display two pages side by side, click Next Page to see the next page, and click Prev Page to see the previous page if these options are available.

3.	To see a close-up of the page, move the magnifying glass cursor over the page and click the mouse button, or click Zoom In.  Click the mouse button again or click Zoom In again for an even closer view.  Click the mouse button once more or click Zoom Out to see the whole page(s).

4.	Click Print to display the Print window.  Choose the print range, print quality, and number of copies to print, and then click OK to print the chart.  (To change other printer settings, click Setup.  See your Microsoft Windows manual for more information.)


 Exporting charts

You can export any chart (except price-volume overview and company preview charts) to a Windows Metafile format for use with other applications, such as Microsoft Word, that support this file format.

To export a chart:

1.	Display the chart you want to export.

2.	From the File menu, choose Export.  The Export To window appears.

3.	Enter a name for the file in the File Name box, using the .wmf extension, and choose the appropriate drive and directory.

4.	Click OK.


Indexes

Separate lines that show the Dow Jones Industrial Average index and/or the Standard & Poor's 500 index, normalized to start at the same price as the displayed stock or mutual fund.  Each index represents the combined price data for that group of stocks, letting you compare the performance of an individual stock or mutual fund against the chosen index(es).


Moving average

A curve that averages price fluctuations over 50-day or 200-day intervals.  Each point on a 50-day (or 200-day) moving average curve is calculated by the averaging the closing prices from the previous 50 (or 200) days of trading.  The moving average is a way to compare long-term price trends with recent price changes.  When these lines cross, it indicates a change away from trend.


Price limit lines

Horizontal dashed lines that show the upper and/or lower price limits you specify.  Price limits are useful for marking your potential selling and buying price targets.


Hi-lo lines

Vertical lines for each date in the chart's time period that show the date's high and low prices.  A horizontal hatch mark indicates the closing price for that date. If too many hi-lo lines make it difficult to read the chart, choose a shorter time period, enlarge the window, or turn off hi-lo lines.


 News and notes

News stories and notes provide information about a company or stock.  They are organized by date and the company they refer to.  You can access both from a price-volume chart and use them to understand changes in price and trading activity.

News

When you connect to Investor Insight, news stories on public companies are captured along with quotations and other stock information.

Notes

You can write notes relating to a stock, a mutual fund, or investments in general.


 News

The first time you make an online connection, Investor Insight automatically captures news stories for the last 90 days (or a maximum of 50 stories, whichever comes first, working back from today's date) for the companies in the Watch List.  (See Capturing data.)  Thereafter, each time you call, Investor Insight captures news stories from the last time you called to the current date (up to 90 days or 50 stories).

News stories on public companies are available from Dow Jones News Service, which includes articles and special features from The Wall Street Journal.  Press releases are available from PR Newswire, and Business Wire.  (News stories are not available for mutual funds or market indexes.)

News stories not only keep you abreast of developments in the companies you're tracking, but may help explain price and volume changes as displayed on the price-volume charts.

To work with news stories:

•	From the Report menu, choose News, or click the News icon on the iconbar or in the Watch List window.  You can also click the News icon in the Company Report window.   (See Displaying company reports).  The News window appears.

In addition to viewing news stories in the News window, you can also access them from the personal report (see Including snapshots in the personal report), company snapshot report (see Company snapshots), or a price-volume chart (see Jumping to related information).

From the News window, you can:

Display news stories

Print news stories

Delete news stories

Export news stories

Copy news stories

Display a price-volume chart


 Displaying news stories

There are four ways to display news stories:

•	from the News window.  (See below.)

•	from a price-volume chart.  (See Jumping to related information.)

•	from a company snapshot report.  (See Company snapshots.)

•	from the personal report.  (See Including snapshots in the personal report.)

To display a news story in the News window:

1	From the Report menu, choose News, or click the News icon on the iconbar.  Or click the News button in the Watch List window.

2.	To see story headlines for a single stock, select the stock by symbol in the upper left.  To see headlines for all the stocks in the Watch List, click the bracket labeled All beside the list of symbols.  Headlines are listed chronologically, with the latest stories first.  Some headlines are preceded by a code that describes the type of story:

 3.	Select a headline.  The story for the selected headline appears in the lower box.

To move around in news stories:

•	Click the Scan button to scroll to the next highlighted word (such as the company name or a keyword you specify).

•	Click the Back or Next arrows to display the previous or next story in the list.

From the News window, you can also:

Print news stories

Delete news stories

Export news stories

Copy news stories

Display a price-volume chart


Changing which words are highlighted in a news story:
To change which words are highlighted in a news story:

1.	Click Keywords.  The Highlight Keywords window appears.

2.	To highlight a company name wherever it appears in the story, select “First word of Company name.”  To highlight words you specify, select “Key words,” and then enter up to three keywords in the boxes.  These keywords are highlighted throughout all stories for all stocks and remain in effect until you change them.  (If no keywords appear in a story, the Scan button isn’t available.)

3.	Click OK.


Codes

A = Analyst	I = Initial public offering

B = Biography	M = Personnel Changes

C = CEO interview	P = New Products and Services

D = Dividend	R = Registration

E = Earnings	S = Heard on the Street

H = Hot stocks	W = Hot stocks to watch


 Printing news stories

You can print any news story displayed in the News window for future reference or for reading later.  You can also print news stories as part of the personal report (see Including snapshots in the personal report) or company snapshot report (see Company snapshots).

You can also preview the news story before printing to see exactly how it will look on paper.

To print a news story:

1.	Display in the News window the story you want to print.  (See Displaying news stories.)

2.	From the File menu, choose Print, or click Print in the News window.  The Print window appears.

3.	Specify the print range, print quality, and number of copies to print, and then click OK to print the story.  (To change other printer settings, click Setup.  See your Microsoft Windows manual for more information.)

To preview and then print a news story:

1.	Display in the News window the story you want to print.  (See Displaying news stories.)

2.	From the File menu, choose Print Preview to display the news story in the preview window.  The first page of the story appears.

3.	Click Two Pages to display two pages side by side, Next Page to see the next page, or Prev Page to see the previous page if these options are available.

4.	Move the magnifying glass cursor over the page and click the mouse button to see a close-up of the page, or choose Zoom In.  Click the mouse button again or choose Zoom In again for an even closer view.  Click the mouse button once more or choose Zoom Out to see the whole page(s).

5.	Click Print to display the Print window.  Specify the print range, print quality, and number of copies to print, and then click OK to print the chart.  (To change other printer settings, click Setup.  See your Microsoft Windows manual for more information.)


 Deleting news stories

To save disk space, you may want to periodically delete outdated news stories.  You might want to delete stories right after you’ve read them, or as part of a "cleanup" every week or month.  Before you delete news stories permanently from your hard disk, you can print them or export them as text files for use by other applications.

To delete a news story:

1.	Display in the News window the story you want to delete.  To delete more than one story at a time, Shift+click or Ctrl+click the story headlines.

2.	Click Delete.

To quickly delete news stories for multiple companies, see Deleting data from disk.

From the News window, you can also:

Print news stories

Export news stories

Copy news stories

Display a price-volume chart


 Exporting news stories

You can export any news story to an ASCII text file for use with other applications, such as a word processor.

To export a news story:

1.	Display in the News window the story you want to export.

2.	From the File menu, choose Export.  The Export To window appears.

3.	Enter a name for the file in the File Name box, using the .txt extension.

4.	Choose the appropriate drive and directory.

5.	Click OK.

From the News window, you can also:

Delete news stories

Print news stories

Copy news stories

Display a price-volume chart


 Copying news stories

You can copy any news story to the Windows clipboard so you can paste it into another application.

To copy a news story:

1.	Display in the News window the story you want to copy.

2.	Click Copy.  The Copy Text window appears, displaying the text of the news story.  To copy only part of the story, select the text.

3.	Click Copy to Clipboard.  Investor Insight copies the text to the clipboard.

From the News window, you can also:

Delete news stories

Print news stories

Export news stories

Display a price-volume chart


 Reports

Using captured price information (high, low, and closing prices, trading volume, and splits), Investor Insight provides a variety of reports to help you analyze your investment data.

The following reports are available:

Flash reports

Historical prices reports

Current prices reports

Portfolio reports

Value

Performance

Lot

Tax

Company snapshots

Company reports

Personal reports


 Flash reports

Flash reports give you at-a-glance performance information on market indicators, portfolios, custom indexes, and the most volatile stocks and/or mutual funds in the Watch List since your previous online session.  You can specify minimum percent change parameters to determine which stocks and/or mutual funds, indexes, and portfolios to include in the report.

Based on the parameters you set, flash reports can show:

•	The point gains/losses of the Dow Jones Industrial Average and Standard & Poor's 500 and their closing points.

•	The stocks and/or mutual funds in your Watch List that had the greatest percent gains or losses and their closing prices.

•	The portfolios that had the greatest percent gains or losses and their closing values.

•	The stocks and/or mutual funds in the Watch List that had the greatest percent gains or losses in volume.

•	The custom indexes that had the greatest percent gains or losses.

Because the flash report provides the best overview of trading activity since your last online session, you can choose to display it automatically each time you capture data.

To display a flash report:

•	Click the Flash icon on the iconbar or choose Flash Report from the Report menu.  The Flash Report window appears.

To view related charts and reports, click the arrows beside each line of information in the report.  Red arrows indicate losses; black arrows indicate gains.

From the Flash Report window, you can:

Set report options

Print the report

Display an index chart

Display a price-volume chart

Display a portfolio value chart

Display a burst comparative chart


 Historical prices reports

Historical prices reports display the high, low, and closing prices and the volume traded of a specific stock or mutual fund for each day in the time period you specify.

To display a historical prices report:

1.	From the Report menu, choose Historical Prices. The Historical Prices report window appears.

2.	Select a stock or mutual fund from the list at the top of the report.  The report displays price and volume information for the selected security for the specified time period.  (The default time period is one month.)

You can see this data in chart form on a price-volume chart (see Displaying price-volume charts).

From the historical prices report, you can:

Set the time period

Print the report

Export the report


Current prices report
 Current prices reports

A current prices report shows the current prices for securities on the Watch List as of your last download.  It also shows the change in value of specific stocks and mutual funds between any two dates you specify.  (The initial time period is since your last online session.)  You can arrange stocks and mutual funds alphabetically by name or symbol, or by current price, point change, percent change, or volume.  (The heading for the data type you’re sorting by is underlined in the report.)

To display a current prices report:

•	From the Report menu, choose Current Prices, or click the Prices icon on the iconbar.  The Current Prices window appears.

You can also see price information in chart form.

•	To see the price performance (and volume activity) of a single stock or mutual fund in a line chart, see Displaying price-volume charts.

•	To see price-volume charts for a group of stocks or mutual funds ranked by price change, percent change, or volume change, see Displaying price-volume overview charts.

From the current prices report, you can:

Set the time period

Set the scope (specify which stocks or mutual funds to include)

Set report options

Print the report

Export the report

Display a price-volume chart


Displaying portfolio reports
 Portfolio reports

There are four kinds of portfolio reports.

•	Value reports show the total value of a portfolio, unrealized gain/loss in dollars and/or percent, and cash amount on a given day.

•	Performance reports (for advanced and Quicken portfolios only) show your return on investment for one portfolio or combined portfolios for a set time period and let you compare portfolio performance with market indexes.

•	Lot reports (for advanced and Quicken portfolios only) list all lots on any single date, and calculate the blended average annual return based on the combined performance of all transactions in the history of the portfolio for that stock or mutual fund.

•	Tax reports (for advanced and Quicken portfolios only) show the tax implications for one portfolio or combined portfolios for a set time period.

You can:

Display value reports

Display performance reports

Display lot reports

Display tax reports


 Displaying value reports

A value report shows the total value of a group of stocks or mutual funds in a portfolio as well as their individual value on any given day.  The initial time period for this report is the date of the most recent download, but you can select any alternative date.  You can display and sort the contents of the report by:

•	The name or symbol of the stock or mutual fund.

•	Number of shares owned.

•	Purchase price (or average purchase price in an advanced or Quicken portfolio).

•	Current price.

•	Cost.

•	Current value.

•	Unrealized gain or loss in dollars or percent.

The heading for the data type you’re sorting by is underlined in the report.

To display a value report:

1.	From the List menu, choose Portfolio List, or click the Portfolio icon on the iconbar.

2.	Double-click the name of a portfolio.  (For an advanced or Quicken portfolio, you can also open the report by selecting the advanced portfolio, clicking Report, and then clicking Value Report.)

You can see the value of your portfolios in charts as well.

•	To see how much the value of your portfolio has gained or lost over a given time period, display the portfolio value chart (see Displaying portfolio value charts).

•	To see the percentage allocation of each stock or mutual fund in a portfolio, display a holdings chart (see Displaying holdings charts).

•	To easily compare the value of holdings in descending order and cost versus unrealized gain, display the relative value chart (see Displaying relative value charts).

From a value report, you can:

Set the time period

Set report options

Print the report

Export the report

Display a price-volume chart


 Displaying performance reports

A performance report shows your return on investment in a variety of ways for one portfolio or an aggregate of portfolios for a set time period.  You can evaluate your investment strategy by comparing portfolio performance with market indexes.  Performance reports are available for advanced or Quicken portfolios only.

The report uses the portfolio's starting cash amount and transaction data to calculate the following values:

•	Start and end value

•	Cash in (out)

•	Average annual return

•	Profit (adjusted to remove the effects of cash contributions and withdrawals)

•	Internal rate of return (IRR)

•	Time-weighted return (TWR)

For market indexes, the IRR rate and TWR rate are the same, and IRR growth and TWR growth (the percent change of the index's closing price) are the same.

To display a performance report:

1.	From the List menu, choose Portfolio List, or click the Portfolio icon on the iconbar.

2.	Select the name of an advanced or Quicken portfolio and click Report.  The Advanced Portfolio Report window appears.

3.	Click Performance Report.

You can see the performance of your portfolios in charts as well.

•	To see the percent change in a single portfolio or market index in a bar chart, see Displaying percent change charts.

•	To compare the total dollar value of a portfolio with a market index in a line chart, see Displaying portfolio vs. Dow Jones Industrial Averagecharts.

•	To see comparative change in a single portfolio or market index in a line chart, see Displaying burst charts.

From a performance report, you can:

Set the time period

Set the scope (specify which portfolios or indexes to include)

Set report options

Print the report

Export the report


 Displaying lot reports

A lot report lists all lots on any single date.  Lot reports are available for advanced or Quicken portfolios only.

The data for each open lot (groups of shares currently owned) and each closed lot (groups of shares sold) appears as a separate line on the report.  The lines are arranged by the date the lot was sold, with open lots first.  The data for each lot includes:

•	Date bought and sold.

•	Number of shares.

•	Purchase price.

•	Sale price or the value on open lots.

•	Gain in dollars and as percent of cost.

•	Annualized gain.

At the top of the report is the blended average annual return.

To display a lot report:

1.	From the List menu, choose Portfolio List, or click the Portfolio icon on the iconbar.

2.	Select the name of an advanced or Quicken portfolio and click Report.  The Advanced Portfolio Report window appears.

3.	Click Lot Report.

4.	Select a stock or mutual fund from the drop-down list.  (You only see data if the security has a buy transaction associated with it before the report date.)

5.	Set the time period for the report.  The report includes all lots bought or sold prior to and including the date you set.

You can see portfolio values in charts as well.

•	To see the total dollar value of a portfolio in a bar chart, see Displaying portfolio value charts.

•	To see the stocks or mutual funds in a portfolio ranked by current price in a bar chart, see Displaying relative value charts.

•	To see the percent change in a portfolio in a bar chart, see Displaying percent change charts.

•	To see comparative change in a portfolio in a line chart, see Displaying burst charts.

From the lot report, you can:

Set the time period

Print the report

Export the report


 Displaying tax reports

A tax report shows the tax implications for one portfolio or combined portfolios for a set time period.  By default, the report shows tax information for last year, but you can change it to Year-to-Date or a custom time period you define.  Tax reports are available for advanced or Quicken portfolios only.

The tax report shows:

•	Interest

•	Dividends

•	Additional short-term capital gains

•	Additional long-term capital gains

for all the portfolios in the report’s scope.  It breaks out items by short-term sales and long-term sales.

To display a tax report:

1.	From the List menu, choose Portfolio List, or click the Portfolio icon on the iconbar.

2.	Select the name of an advanced or Quicken portfolio and click Report.  The Advanced Portfolio Report window appears.

3.	Click Tax Report.

From the tax report, you can:

Set the time period

Set the scope (specify which portfolios to include)

Print the report

Export the report


Company snapshots

A company snapshot includes a price-volume chart and recent news stories to give you a quick overview of a single company.  It’s designed to be printed rather than viewed onscreen.  You can include company snapshots in the personal report.  (See Including snapshots in the personal report.)

The price-volume chart for each stock or mutual fund in the report's scope includes hi-lo lines.  News stories on company stocks are formatted in three text columns.  Since news stories can require many pages, you can choose to include a list of story headlines instead.  Snapshots reflect the time period you set.

To ensure a meaningful report, make sure you’ve captured up-to-date price information for all the stocks and mutual funds you want to include in the report.  (See Capturing data.)

To display company snapshots:

1.	From the Report menu, choose Company Snapshot.  The Company Snapshot window appears.

2.	Select the stocks and mutual funds to include.

3.	Set the time period (see Setting the time period of reports).  The number of news stories included in the snapshot for the time period and scope you set appears.

4.	Click Headlines to include a list of news headlines, click Stories to include the full news stories (with headlines), or click both.  Deselect both Headlines and Stories to include a price-volume chart only.

5.	Click Preview to display the company snapshot report.  The full first page of the company snapshot appears.

•	Click Two Page to display two pages side by side, click Next Page to see the next page, or click Prev Page to see the previous page.

•	Move the magnifying glass cursor over the page and click the mouse button to see a close-up of the page, or click Zoom In.  Click the mouse button again or click Zoom In again for an even closer view.  Use the vertical and horizontal scroll bars to scroll the page.  Click the mouse button once more or click Zoom Out to see the whole page(s).

6.	Click Close to close the window and return to the Company Snapshot window.

From the Company Snapshot window, you can:

Set the time period

Change the scope (specify which stocks or mutual funds to include)

Print the report


 Setting the time period of reports

The data in most reports can reflect any time period from a single day to a year or more.  However, the time period for a flash report is preset to "since last online session," because it always shows trading activity since the last online session.  You can only set the time period for value and lot portfolio reports for a specific day.

Choices for the time period can include Since (previous online session), Day, Week, Month, 3-Month, YTD (year-to-date), Year, 5-Year, Last Quarter, Last Year, or Custom.  All choices except Last Quarter and Last Year (which use calendar dates) and Custom end with the date of your last online session (when you last captured data).

To ensure a meaningful report, make sure you’ve captured up-to-date price information for all the stocks and mutual funds included in the report.  (See Capturing data.)

To set the time period:

1.	Display the report you want. (See Reports.)

2.	Change the date using one of the following methods:

•	If a date box is displayed below the report (for value and lot reports only), use the scroll arrows beside the date (or the + and - keys) to change the date one day at a time, or enter a new date.  You can’t enter future dates.

•	If a drop-down list is displayed below the report, select the appropriate time period from those available.

Choose Custom to set any time period you want.  If you select Custom, change the From and To dates by using the scroll arrows beside each date (or the + and - keys) to change the date one day at a time, or enter a new date.  Click OK when you're finished.

The data in the report reflects the time period you set.

For more information about reports, see Reports.


 Setting the scope of a current prices report

You can set the scope of a current prices report to include any single stock or mutual fund in the Watch List or any group of them (such as the stocks and mutual funds that comprise a portfolio or custom index).

When you use Investor Insight for the first time, the scope of the report includes all the stocks and mutual funds in the Watch List.  When you change the scope, the change is reflected immediately.

The data for each stock and mutual fund included in the scope (regardless of whether it is contained in a portfolio or custom index) appears as a separate line on the report.

To ensure a meaningful report, make sure you’ve captured up-to-date price information for all of the stocks and mutual funds you want to include in the report.  (See Capturing data.)

To set the scope:

1.	In the Current Prices report window, click Scope.  The Scope of Table window appears.  All the stocks and mutual funds in the Watch List appear in the list on the left.

2.	Select the stock(s) and/or mutual fund(s) you want from the list, or click Clear to deselect all of them. To select the stocks and/or mutual funds included in a portfolio or custom index, select the portfolio or custom index name from the Group list.

3.	Click OK.

The data in the report reflects the scope you set.

From a current prices report, you can also:

Set the time period

Set report options

Print the report

Export the report

Display a price-volume chart


 Setting the scope of a performance report

You can set the scope of a performance portfolio report to include any single advanced portfolio or market index or any group of them.

When you use Investor Insight for the first time, the scope of a report includes the advanced portfolio you selected in the Portfolios window and both market indexes. When you change the scope, the change is reflected immediately.

The data for each advanced or Quicken portfolio and market index included in the report's scope appears as a separate line on the report.  If you include more than one portfolio, total values for the combined aggregate also appear as a separate line on the report.

To ensure a meaningful report, make sure you’ve captured up-to-date price information for all of the stocks and mutual funds you wish to include in the report.  (See Capturing data.)

To set the scope:

1.	In the Performance Report window, click Scope.  The Performance Report Scope window appears.  All portfolios and market indexes appear in the lists.

2.	Select the advanced or Quicken portfolio(s) and market index(es) you want from the lists.

3.	Click OK.

The data in the report reflects the scope you set.

From a performance portfolio report, you can also:

Set the time period

Set report options

Export the report

Print the report


 Setting the scope of a company snapshot

You can set the scope of a company snapshot to include any single stock or mutual fund in the Watch List or any group of them.  A company snapshot includes a price-volume chart and optional headlines and news stories for each stock or mutual fund included in the scope.  You set the scope of a company snapshot before you display the report.

The number of news stories included in the snapshot for the scope and time period you set appears in the Company Snapshot window before you display or print the report.

To ensure a meaningful report, make sure you’ve captured up-to-date price information for all of the stocks and mutual funds you want to include in the report. (See Capturing data.)

To set the scope:

1.	In the Company Snapshot window, select the stock(s) and/or mutual fund(s) you want from the list, or click Clear to deselect all of them.

2.	Click Preview to display the company snapshot.

The data in the report reflects the scope you set.

From a company snapshot, you can also:

Set the time period

Print the report

Export the report


 Setting the scope of a tax report

You can set the scope of a tax report to include any single advanced or Quicken portfolio or a group of them.

To set the scope:

1.	In the Tax Report window, click Scope.  The Tax Report Scope window appears.

2.	Select the advanced or Quicken portfolios you want to include in the report.

3.	Click OK.

From a tax portfolio report, you can also:

Set the time period

Export the report

Print the report


 Setting report options

You can set report options that let you specify which data to display in a flash, current prices, value, or performance report.  In the flash report, you can also set minimum values for percent change as a criteria for displaying data.  In the current prices report and value reports, you can specify how to sort the stocks and mutual funds in the report.

To set report options:

1.	Display the report you want.  (See Flash reports, Current prices reports, Displaying value reports, or Displaying performance reports.)

2.	Click Options.  The Options window appears.

3.	Select the type of data you want to display in the report.

4.	For a flash report, enter minimum percent change values to determine how much data to display in the report.  You can also choose to have the flash report open automatically after you capture current data.

5.	For a current prices or value report, specify how to sort the stocks and/or mutual funds.  Select a data type from the Sort by list.  If you sort by a numerical data type, securities are listed in descending order.  Click Default to use the default selections. The column heading for the data type you’re sorting by is underlined in the report.

6.	Click OK.

The data in the report reflects the options you set.

For more information about reports, see Reports.


 Printing reports

You can print any report in Investor Insight for future reference.  You can also preview the report before printing to see exactly how it will look on paper.

To print a report:

1.	Display the report you want to print.  (See Reports.)

2.	From the File menu, choose Print (or click Print in the report window if it’s available).  The Print window appears.

3.	Enter the print range, print quality, and number of copies to print, and then click OK.  (To change other printer settings, click Setup.  See your Microsoft Windows manual for more information.)

To preview and then print a report:

1.	Display the report you want to print.  (See Reports.)

2.	From the File menu, choose Print Preview.  The first two pages of the report appear in the preview window.

3.	Click Next Page to see the next page, or click Prev Page to see the previous page if these options are available.

4.	Move the magnifying glass cursor over the page and click the mouse button to see a close-up of the page, or click Zoom In.  Click the mouse button again or click Zoom In again for an even closer view.  Click the mouse button once more or click Zoom Out to see the whole page(s).

5.	Click Print to display the Print window.  Enter the print range, print quality, and number of copies to print, and then click OK.  (To change other printer settings, click Setup.  See your Microsoft Windows manual for more information.)

For more information about reports, see Reports.


Exporting reports

You can export the data for most reports (except flash reports, personal reports, and company snapshots) to an ASCII text file or Excel file that you can use with other applications that support these file formats, such as a word processor or an Excel spreadsheet.  In addition, you can export a historical prices report to a format for use with Quicken.

To export a report:

1.	Display the report you want to export (see Reports).

2.	From the File menu, choose Export, or click Export in the report window (if it’s available).  The Choose Export File Type window appears.

If you’re exporting text from a company report, this window doesn’t appear; the text is exported in Text format only.  Skip to step 4.

3.	Choose a file type—Excel or Text—and click OK.  For historical prices reports, you can also choose Quicken (CSV).  The Export To window appears.

4.	Enter a name for the file in the File Name box, using the appropriate extension.

5.	Choose the appropriate drive and directory.

6.	Click OK.  Investor Insight saves the data in the report in the format you chose for use with other programs.

For more information about reports, see Reports.


 Company reports

You can order company reports (which use data from Standard & Poor’s) for a small fee for most companies on the Watch List. The report, which is sent to you electronically, includes investment and financial data relevant to investors, such as information on a company's products and financial performance (including its income, balance sheet, and earnings history and forecast), analyst ratings, industry comparisons, and key competitors.

The information is displayed in either text or table format.  You can display many of the tables in chart form as well, and there are a variety of options for choosing subsets of the data for easy analysis.  Company reports aren’t available for mutual funds.

To work with company reports:

•	From the Report menu, choose Company Reports, or click the C. Report icon on the iconbar.  If you just downloaded a company report, it’s also listed in the Inbox.

From the Company Reports window, you can:

Order a report

Display a report

Delete a report

For information about pricing, see Get billing and pricing information.

Company reports supplied by Investor Insight are for personal information only, and are not intended to encourage the trade of any security.


 Ordering company reports

When you order a company report for a stock, Investor Insight places a request in your e-mail Outbox and sends it the next time you make an online connection.  During the online session, Investor Insight sends you the company report.

For information about pricing, see Get billing and pricing information.

To order a company report:

1.	From the Report menu, choose Company Reports, or click the C. Report icon on the iconbar.

2.	Click Order.  The Order Company Report window appears.

3.	Select the stock you want from the list.

4.	Click Order.  Investor Insight places your request in your e-mail Outbox and sends it the next time you make an online connection.

5.	Click OK, and then click Close to close the Company Report window.

6.	Click Call Now to make an online connection, or click Call Later.

From the Company Reports window, you can also:

Display a report

Delete a report


 Displaying company reports

There are three ways to display company reports:

•	From the Company Report window.  (See below.)

•	From the Inbox window, if you just received the report.  (See Accessing incoming mail.)

•	From a price-volume chart.  (See Jumping to related information.)

To display a company report in the Company Report window:

1.	From the Report menu, choose Company Reports, or click the C. Report icon on the iconbar.

2.	Select the report you want to display and click View.  The first section of the report appears in the Company Report window

To read the report:

•	Select a section title from the list on the left.  The section appears on the right.  A section of a report may be in text or table format.

•	If it’s available, choose Chart from the drop-down list to see the data in chart form.  For some charts, options appear below the chart so you can choose which line items from the table to display or set a different time period.  Charts are designed to be displayed onscreen only; they print as tables.

•	To see news stories or a price-volume chart for the company, click the News or Price-Volume chart icons.

From a company report, you can also:

Print the report

Export the report

Display a news story

Display a price-volume chart

For more information on company reports, see Company reports.


 Deleting company reports

To save disk space, you might want to periodically delete company reports you no longer need.  Before you delete a company report permanently from Investor Insight, you can print it so you have a copy for your files.  (See Printing reports.)

To delete a company report:

1.	From the Report menu, choose Company Reports, or click the C. Report icon on the iconbar.

2.	Select the company report you want to delete and click Delete.

From the Company Reports window, you can also:

Order a report

Display a report


 Personal report

The personal report is a personalized newsletter-style report covering your investments.  Using downloaded price information and news stories, it pulls together summary tables, charts, news stories, and computer-generated summary articles to give you an overview of your investments.  After you download data, you can generate and print the report automatically using the timer.  See Setting the timer.  The personal report is designed to be printed rather than viewed on the screen.

The first page gives a performance summary for any group of stocks and/or mutual funds taken from the Watch List.  Additional pages display company snapshots (price-volume charts and news stories) for stocks and mutual funds you select.  If you include more than 16 stocks and/or mutual funds in the personal report's scope, the report only includes the top 16 stocks or mutual funds with the greatest percent price movement.

To ensure a meaningful report, make sure you’ve captured up-to-date price information for all the stocks and mutual funds you want to include in the personal report.  (See Capturing data.)

To work with the Personal Report:

•	From the Report menu, choose Personal Report, or click the P. Report icon on the iconbar.  The Personal Report window appears.

Investor Insight displays the first page of the report.  You can change different regions on the page (such as the title, a summary article, or a chart), by clicking the region.  You can zoom-in for a close-up view of a summary article or a chart by clicking it.

The first page contains the following elements:

•	Three summary articles--one article describes stocks and mutual funds individually, with a paragraph on the strongest performer and another on the weakest; one compares the stocks and mutual funds with a market index; and one describes the market itself.

•	Two charts--you can choose any comparative chart (percent change, abnormal volume, or burst) or, if you chose a portfolio as the personal report's scope, you can choose any portfolio chart (holdings, relative value, portfolio value, or portfolio vs. Dow Jones Industrial Average).

To create a personal report, begin by setting its scope (selecting the stocks and/or mutual funds to include) and the time period of the report.  This lets you work with relevant data when you decide on other personal report options, such as snapshots and the type of charts to include.

From the Personal Report window, you can:

Set the time period

Set the scope (specify which stocks or mutual funds to include)

Include snapshots

Preview all personal report pages

Print the personal report

Change the masthead

Change the summary articles

Change the charts


Setting the time period of a personal report
 Setting the time period of the personal report

The data in the personal report's summary articles, charts, and snapshots can reflect any time period from a single day to a year or more.

Choices for the time period include Day, Week, Month, 3-Month, YTD (year-to-date), Year, and Custom.  All choices (except Custom) end with the date of your last online session (when you last captured data).

To ensure a meaningful report, make sure you’ve captured up-to-date price information for all the stocks and mutual funds included in the personal report.  (See Capturing data.)

To set the time period:

•	In the Personal Report window, select a time period from the time period list.

To specify any time period you want, choose Custom.  In the Period window, change the From and To dates.  Either use the scroll arrows beside each date to change the date one day at a time, or enter a new date.  Click OK.

All data in the personal report reflects the time period you set.

From the Personal Report window, you can also:

Set the scope (specify which stocks or mutual funds to include)

Include snapshots

Preview all personal report pages

Print the personal report

Change the masthead

Change the summary articles

Change the charts


 Setting the scope of the personal report

The scope of the personal report determines which stocks or mutual funds are included in the summary articles, charts, and snapshots.  You can set the scope to include any single stock or mutual fund in the Watch List or any group of them, such as the stocks and mutual funds that comprise a portfolio or custom index.

When you use Investor Insight for the first time, the personal report‘s scope includes all the stocks and mutual funds in the Watch List.

To ensure a meaningful report, make sure you’ve captured up-to-date price information for all the stocks and mutual funds you want to include in the personal report.  (See Capturing data.)

To set the scope:

1.	In the Personal Report window, click Scope.  The Scope of Personal Report window appears.  All the stocks and mutual funds in the Watch List appear in the list on the left.

2.	Select the stock(s) and/or mutual fund(s) you want from the list, or click Clear to deselect all of them. To choose the stocks and/or mutual funds included in a portfolio or custom index, select the portfolio or custom index name from the Group drop-down list.

3.	Click OK.

All data in the personal report reflects the scope you set.

From the Personal Report window, you can also:

Set the time period

Include snapshots

Preview all personal report pages

Print the personal report

Change the masthead

Change the summary articles

Change the charts


 Including snapshots in the personal report

A company snapshot provides a quick overview of a company's price-volume chart and recent news stories.  You can include company snapshots for any stock or mutual fund contained in the personal report's scope or for all of them.  Snapshots reflect the time period you set for the personal report.

The price-volume chart for each stock or mutual fund includes hi-lo lines.  News stories on company stocks are formatted in three text columns.  Since news stories can require many pages, you can include a list of story headlines instead.  Snapshots begin on page two of the personal report. You can preview snapshots before printing (see Previewing the personal report) or look at them in the Company Snapshot window (see Company snapshots).

To ensure a meaningful report, make sure you’ve captured up-to-date price information for all the stocks and mutual funds you want to include in the report.  (See Capturing data.)

To include snapshots:

1.	In the Personal Report window, click Snapshots.  The Company Snapshots window appears.

2.	Select the stock(s) and/or mutual fund(s) you want from the list, or click Clear to deselect all of them.

3.	Select Headlines to include a list of news headlines, select Stories to include the full news stories (with headlines), or select both.  Deselect both Headlines and Stories to include a price-volume chart only.

4.	Click OK.  Snapshots of the stocks and mutual funds you chose are included in the personal report beginning on page two.  To see them, see Previewing the personal report.

From the Personal Report window, you can also:

Set the time period

Set the scope (specify which stocks or mutual funds to include)

Preview all personal report pages

Print the personal report

Change the masthead

Change the summary articles

Change the charts


 Previewing the personal report

Before you print the personal report, you might want to preview selected pages.  The first page is always displayed in the Personal Report window, but subsequent pages, containing any snapshots you included, are only visible when you preview the document.  Since news stories in snapshots can require many pages, you might want to preview the personal report to see how many pages it contains.  The pages you preview appear exactly as they will print.

To preview the personal report:

1.	In the Personal Report window, click Preview.  The Preview window appears, showing the full first page of the personal report.

2.	Click Two Pages to display two pages side by side, click Next Page to see the next page, or click Prev Page to see the previous page.

3.	Move the magnifying glass cursor over the page and click the mouse button to see a close-up of the page, or click Zoom In.  Click the mouse button again or click Zoom In again for an even closer view.  Click the mouse button once more or click Zoom Out to see the whole page(s).

4.	Click Close to return to the Personal Report window.

From the Personal Report window, you can also:

Set the time period

Set the scope (specify which stocks or mutual funds to include)

Include snapshots

Print the personal report

Change the masthead

Change the summary articles

Change the charts


 Printing the personal report

When you print the personal report, you have a hard copy to scan, mark up, and distribute.  You can automatically generate and print the personal report so it’s ready when you want it.  (See Setting the timer.)

To print the personal report:

1.	In the Personal Report window, click Print, or from the File menu, choose Print.  The Print window appears.

2.	Enter the print range, print quality, and number of copies to print, and then click OK to print the currently displayed personal report.  (To change other printer settings, click Setup.  See your Microsoft Windows manual for more information.)

You can preview the personal report before printing it to see how it looks and how many pages it contains.

To preview and then print the personal report:

1.	In the Personal Report window, click Preview.  The full first page of the report appears.  See Previewing the personal report for more information.

2.	Click Print.  The Print window appears.

3.	Enter the print range, print quality, and number of copies to print, and then click OK to print the chart.  (To change other printer settings, click Setup.  See your Microsoft Windows manual for more information.)

From the Personal Report window, you can also:

Set the time period

Set the scope (specify which stocks or mutual funds to include)

Include snapshots

Preview all personal report pages

Change the masthead

Change the summary articles

Change the charts


 Changing the personal report masthead

You can customize the personal report by changing the text of the title and byline in the personal report masthead.

To change the masthead:

1.	In the Personal Report window, click the title or byline on the first page of the personal report.

2.	Enter a new title or byline or edit the existing text.  Use the backspace key or the mouse to delete existing text.

From the Personal Report window, you can also:

Set the time period

Set the scope (specify which stocks or mutual funds to include)

Include snapshots

Preview all personal report pages

Print the personal report

Change the summary articles

Change the charts


 Changing the personal report summary articles

You can customize the summary articles on the first page of the personal report by changing the text of the summary article.

You can change the subject of the article (which stocks or mutual funds are referred to) by changing the personal report's scope.

To change a summary article:

1.	In the Personal Report window, select the body text of a summary article.  The text of the article appears on the right.  This is also an easy way to preview the text of an article.

2.	Change the text of the article.

Print the report immediately to keep a record of your text changes.  Investor Insight doesn’t keep the text changes when you change the report or close it.

From the Personal Report window, you can also:

Set the time period

Set the scope (specify which stocks or mutual funds to include)

Include snapshots

Preview all personal report pages

Print the personal report

Change the masthead

Change the charts


 Changing the personal report charts

You can customize the personal report by changing the type of charts on the first page.  These two charts can be any of the charts available in the program except a company preview chart, an index chart, a price-volume overview chart, or a price-volume chart, which is included in a snapshot.  (See Including snapshots in the personal report.)

You can also select whether the price table (list of stock prices) beside the top chart expresses the amount of change of the stocks and/or mutual funds in points or percents.

Although you can’t change the values in a chart, you can change the subject of the chart (which stocks or mutual funds are plotted) by changing the personal report's scope.  (See Setting the scope of the personal report.)

To change a chart:

1.	In the Personal Report window, click the chart you want to change.  A list of the available chart types and an enlargement of the chart appear.

2.	Select a chart type from the list.  The chart in the personal report and the enlarged chart change to reflect your choice.

To change the price table:

1.	Click the price table.  A list appears on the right, as well as an enlargement of the table itself.

2.	Select either Points or Percent to specify how to express the amount of change for each stock or mutual fund in the price table.  The table in the personal report and the enlarged table change to reflect your choice.

From the Personal Report window, you can also:

Set the time period

Set the scope (specify which stocks or mutual funds to include)

Include snapshots

Preview all personal report pages

Print the personal report

Change the masthead

Change the summary articles


 Notes

To help you track investment information, you can keep a record of personal notes relating to any stock or mutual fund in the Watch List or for investments in general.  You can use notes to describe your buy/sell decisions, your analysis of news stories or market trends, or your predictions and opinions about a company, its management, or its products.

Investor Insight organizes notes by date and the stock or mutual fund they refer to.  Put miscellaneous notes in the general category.

To work with notes:

•	From the Edit menu, choose Notes, or click Notes in the Watch List window.  The Notes window appears.  You can also access notes from a price-volume chart.  (See Jumping to related information.)

From the Notes window, you can:

Display notes

Create notes

Edit notes

Delete notes

Print notes

Export notes

Display a price-volume chart (by double-clicking a note title)


 Displaying notes

There are two ways to display notes:

•	From the Notes window.  (See below.)

•	From a price-volume chart.  (See Jumping to related information.)

To display a note in the Notes window:

1.	From the Edit menu, choose Notes, or click Notes in the Watch List window.  The Notes window appears.

2.	Select a stock or mutual fund, or select General from the drop-down list.  The titles of existing notes for the selected security appear in the box on the right.  Investor Insight lists titles chronologically by the date written, with the latest note first.

3.	Select the title for the note you want to display.  The note for the selected title appears in the lower box.

From the Notes window, you can also:

Create notes

Edit notes

Delete notes

Print notes

Export notes

Display a price-volume chart (by double-clicking a note title)


 Creating notes

You can write notes of any length for a specific stock or mutual fund or for any general topic.

To create a note:

1.	From the Edit menu, choose Notes, or click Notes in the Watch List window.  The Notes window appears.

2.	Select a stock or mutual fund from the drop-down list, or select General if the note is unrelated to a specific stock or mutual fund.

3.	Click New.  The Enter Note window appears.

4.	Change the reference date if the default date (the current date) isn’t appropriate.  Use the scroll arrows beside the date (or the + and - keys) to change the date one day at a time, or enter a new date.

5.	Enter a title for the note in the Title box.

6.	Enter the text of the note in the Note box. You can paste text from other applications using Ctrl+V.

7.	Click OK.  The title of the note appears in the Notes window.

From the Notes window, you can also:

Display notes

Edit notes

Delete notes

Print notes

Export notes

Display a price-volume chart (by double-clicking a note title)


 Editing notes

You can edit the date, title, or text of any note you created.

To edit a note:

1.	Display in the Notes window the note you want to edit.  (See Displaying notes.)

2.	Click Edit.  The Enter Note window appears.

3.	Change the date, title or text of the note.

•	To change the reference date, use the scroll arrows beside the date (or the + and - keys) to change the date one day at a time, or enter a new date.

•	To change the title or the text of the note, edit or retype the text in the Title or Note box.

4.	Click OK.  The title of the note appears in the Notes window.

From the Notes window, you can also:

Create notes

Display notes

Delete notes

Print notes

Export notes

Display a price-volume chart (by double-clicking a note title)


 Deleting notes

To save disk space, you might want to delete outdated notes.  Before you delete a note, you can print it so you have a copy for your files.  (See Printing notes.)

To delete a note:

1.	Display in the Notes window the note you want to delete.  (See Displaying notes.)

2.	Click Delete to permanently delete the currently displayed note.

From the Notes window, you can also:

Create notes

Display notes

Edit notes

Print notes

Export notes

Display a price-volume chart (by double-clicking a note title)


 Printing notes

You can print any note for future reference.  You can also preview the note before you print it to see how it will look on paper.

To print a note:

1.	Display in the Notes window the note you want to print.  (See Displaying notes.)

2.	From the File menu, choose Print.  The Print window appears.

3.	Enter the print range, print quality, and number of copies to print, and then click OK.  (To change other printer settings, click Setup.  See your Microsoft Windows manual for more information.)

To preview and then print a note:

1.	From the File menu, choose  Print Preview.  The first two pages of the note appears in the preview window.

2.	Click Next Page to see the next page, or click Prev Page to see the previous page if these options are available.

3.	Move the magnifying glass cursor over the page and click the mouse button to see a close-up of the page, or click Zoom In.  Click the mouse button again or click Zoom In again for an even closer view.  Click the mouse button once more or click Zoom Out to see the whole page(s).

4.	Click Print.  The Print window appears.

5.	Enter the print range, print quality, and number of copies to print, and then click OK.  (To change other printer settings, click Setup.  See your Microsoft Windows manual for more information.)

From the Notes window, you can also:

Create notes

Display notes

Edit notes

Delete notes

Export notes

Display a price-volume chart (by double-clicking a note title)


 Exporting notes

You can export any note you create to an ASCII text file for use with other applications, such as a word processor.

To export a note:

1.	Display in the Notes window the note you want to export.  (See Displaying notes.)

2.	From the File menu, choose Export.  The Export To window appears.

3.	Enter a name for the file in the File Name box, using the .txt extension.

4.	Choose the appropriate drive and directory.

5.	Click OK.  Investor Insight saves the text of the note in text format for use with other programs.

From the Notes window, you can also:

Create notes

Display notes

Edit notes

Delete notes

Print notes

Display a price-volume chart (by double-clicking a note title)


 Custom indexes

Custom indexes let you define collections of stocks and/or mutual funds (selected from the Watch List) that have a relative value associated with each one, rather than an explicit value.  Like market indexes, custom indexes assume equal dollar weightings of their holdings recalculated on a daily basis, rather than weightings you define. For example, you can create a custom index for a specific industry, such as telecommunications or health care, so you can track price changes for the industry as a whole.

You can include information for a custom index in the following charts and reports so you can analyze it.

•	Price-volume overview chart

•	Percent change chart

•	Burst chart

•	Current prices report

•	Flash report

•	Personal report

To work with custom indexes:

•	From the List menu, choose Custom Indexes.  The Custom Indexes window appears.

From the Custom Indexes window, you can:

Create custom indexes

Edit custom indexes

Delete custom indexes


 Creating custom indexes

Because custom indexes are subsets of the contents of the Watch List, you must add the desired stocks and mutual funds to the Watch List before you can create a custom index.  (See Adding stocks and mutual funds to the Watch List.)  Although you can include any number of stocks and mutual funds in a custom index, groups of 30 or fewer are easier to view in chart form.

To create a custom index:

1.	From the List menu, choose Custom Indexes.  The Custom Indexes window appears.

2.	Click New.  The Create Custom Index window appears.

3.	Enter a name for the custom index in the Name box.

4.	Select the stocks and/or mutual funds to include by selecting symbols from the list.  If you’re unsure of a company’s symbol, click the symbol in the Watch List to see its full name.  (See Watch List.)

5.	Click OK.  The name and contents of the new custom index appears in the list.

6.	Click Close.

From the Custom Indexes window, you can also:

Edit custom indexes

Delete custom indexes


Editing custom indexes

You can edit the contents of any custom index.

To edit a custom index:

1.	From the List menu, choose Custom Indexes.  The Custom Indexes window appears.

2.	Select the custom index you want to edit from the list.

3.	Click Edit.  The Edit Custom Index window appears.

4.	Change the name or contents of the custom index.

•	To change the name, edit or retype it in the Name box.

•	To change the stocks and/or mutual funds included in the custom index, select or deselect them from the list.  If you’re unsure of a company’s symbol, click the symbol in the Watch List to see its full name.  (See Watch List.)

5.	Click OK.  The name and contents of the edited custom index appear in the list.

6.	Click Close.

From the Custom Indexes window, you can also:

Create custom indexes

Delete custom indexes


 Deleting custom indexes

Delete a custom index when it’s no longer useful.  When you delete a custom index, its stocks and/or mutual funds remain on the Watch List and the data remains on your hard disk.  (To delete stock and mutual fund data from your hard disk, see Deleting data from disk.)

To delete a custom index:

1.	From the List menu, choose Custom Indexes.  The Custom Indexes window appears.

2.	Select the name of the custom index you want to delete and then click Delete.

3.	Click Close.

From the Custom Indexes window, you can also:

Create custom indexes

Edit custom indexes


 Archives

The Investor Insight archives contain all the price information (high, low, and closing prices, trading volume, and splits) and news stories you’ve captured for the stocks and mutual funds in the Watch List.  (See Capturing data.)  This historical data remains on disk--so you can retrieve it--even when you remove a stock or mutual fund from the Watch List.  (See Removing stocks and mutual funds from the Watch List.)

Because Investor Insight captures more data each time you make an online connection, you might want to free hard disk space by deleting old data, such as outdated news stories you've read.  You can also delete data for stocks and mutual funds you no longer want to track, and compress disk space to maximize program efficiency.

To work with the disk archives:

•	From the File Menu, choose Archive Management.  The Archive Management window appears.  Each stock and mutual fund that is or was in the Watch List appears in a list, along with the amount of disk space Investor Insight uses for its price information and news stories.

From the Archive Management window, you can:

Delete data from disk

Return stocks and mutual funds to the Watch List

Compress disk space

You can also:

Back up your data

Restore your data

Take Investor Insight on the road


 Deleting data from disk

When you no longer want to analyze a stock or mutual fund, you can delete its data from your hard disk to free up space.  If you included the stock or mutual fund in a portfolio or custom index, you must delete it from the portfolio or custom index before you can delete it from disk.  (See Deleting stocks and mutual funds from a portfolio,  Deleting transactions, or Deleting custom indexes.)

You can delete both price information and news stories for a stock or mutual fund, or just news stories, which can take up more disk space than price information.  (You can also delete news stories from the News window.  See Deleting news.)  When you delete both types of data for a stock or mutual fund, Investor Insight removes the stock or mutual fund from the Watch List.

After you delete data from the disk archives, the data is erased from your hard disk.  Although you can retrieve data by adding the stock or mutual fund back to the Watch List and recapturing data, you only receive price information for the last five years and news stories for the last 90 days (or a maximum of 50 stories, whichever comes first).  You can’t retrieve any earlier data. Before you delete news stories, you might want to print them or export them as text files so you can use them with other applications.  (See Printing news stories and Exporting news stories.)

To delete data from your hard disk:

1.	From the File Menu, choose Archive Management.  The Archive Management window appears.

2.	Select the stock or mutual fund you want to delete.  To select multiple stocks or mutual funds, Ctrl-click or Shift-click the securities.

3.	Choose the items to delete for the selected stock or mutual fund:

•	To delete both price information and news stories, click Delete.

•	To delete only the news stories, click Delete Stories.  Choose whether to delete all stories or only stories older than the number of days you specify.  Enter the number of days.  Click OK, and then click OK again to confirm the deletion.

4.	Click Close.

From the Archive Management window, you can also:

Return stocks and mutual funds to the Watch List

Compress disk space

You can also:

Back up your data

Restore your data

Take Investor Insight on the road


 Returning stocks and mutual funds to the Watch List

When you remove a stock or mutual fund from the Watch List (see Removing stocks and mutual funds from the Watch List), Investor Insight keeps its data on disk.  As long as you haven't deleted the data from the disk archives, you can access this data again by returning the stock or mutual fund to the Watch List.

To return stocks and mutual funds to the Watch List:

1.	From the File Menu, choose Archive Management.  The Archive Management window appears.

2.	Select the stock or mutual fund you want to return. To select multiple stocks or mutual funds, Ctrl-click or Shift-click the securities.

3.	Click Watch List to return the selected stock or mutual fund to the Watch List, and then click OK.

4.	Click Close.

From the Archive Management window, you can also:

Delete data from disk

Compress disk space

You can also:

Back up your data

Restore your data

Take Investor Insight on the road


 Compressing disk space

When you delete data from your hard disk, Investor Insight erases the data but not the space it uses.  To make the space available for new data, compress the disk space.

To compress disk space:

1.	From the File Menu, choose Archive Management.  The Archive Management window appears.

2.	Click Compress.  The Compress Database window appears.

3.	Click Compress to compress the unused disk space.  A progress gauge indicates how the long the process takes (it can take several minutes).

4.	Click OK when the compression is complete.

5.	Click Close.

From the Archive Management window, you can also:

Delete data from disk

Return stocks and mutual funds to the Watch List

You can also:

Back up your data

Restore your data

Take Investor Insight on the road


 Program basics

Archiving, backing up, and restoring data

Menus

Iconbar

Desktop

Passwords

Help


 Menus

Investor Insight menus:

File

Edit

List

View

Chart

Report

Comm

Window

Help

You can use any of these methods to choose a command from an Investor Insight menu.

To choose menu commands:

•	To use a mouse:

Click the left mouse button on a menu name to display its commands, and then click the command you want to use.

•	To use the Alt key on your keyboard:

Each Investor Insight menu contains an underlined letter.  To choose a menu from the keyboard, press the Alt key while you press the underlined character.  For example, to display the Chart menu, press Alt+C.  Choose a command by typing the underlined letter for the command you want.

•	To use the iconbar:

You can select many of Investor Insight’s most commonly-used menu commands by clicking icons on the iconbar.


 File menu

The File menu gives you access to options that help you organize and manage your work, export and print files, and exit the program.

From the File menu, choose:

•	Archive Management to display the Archive Management window for managing disk space.  To work with the program's disk archives, see Archives.

•	Backup Portfolios to create a copy of the contents of Investor Insight’s USER subdirectory, which contains information on how you customized the program, including user name, password, registration information, Watch List, custom indexes, portfolios, notes, Inbox and Outbox contents, memorized windows, and saved desktop.  See Backing up your data.

•	Get Quicken Investments to use information from a Quicken investment account in an Investor Insight portfolio.  See Using Quicken investment accounts in Investor Insight.

•	Export to export e-mail, portfolio data, charts, reports, news stories, and notes into other applications.  See Accessing incoming mail or Accessing outgoing mail, Opening portfolios, Exporting charts, Exporting reports, Exporting news stories, and Exporting notes.

•	Print to print charts, news, reports, or notes, or choose Print Preview to display the Preview window that shows how the data looks when you print it.  To print or work with the preview window, see Printing charts, Printing news, Printing reports, Printing the personal report, or Printing notes.

•	Print Setup to change the printer settings if you have trouble printing.  (Choosing Print Setup from the File menu is the same as clicking Setup in the Print window.)  See your Microsoft Windows manual for more information.

•	Exit to exit Investor Insight.


 List menu

The List menu gives you access to options that help you organize and manage your work.

From the List menu, choose:

•	Watch List to display the Watch List window that lists the stocks and/or mutual funds you’re tracking.  To work with the Watch List, see Watch List.

•	Portfolio List to display the Portfolios window that lists your investment holdings or shadow holdings.  To work with portfolios, see Portfolios.

•	Memorized Windows to display the list of memorized windows that you've saved for future reference.  To memorize windows, see Memorizing Windows.

•	Custom Indexes to display the Custom Indexes window for creating, editing, or deleting custom indexes that you can use like personalized market indexes.  To work with custom indexes, see Custom Indexes.


 Edit menu

The Edit menu gives you the tools for personalizing your use of the program.

The Windows' Cut, Copy, and Paste commands aren’t available in Investor Insight. (You can, however, use the speedkeys Ctrl+C and Ctrl+V to copy and paste text in e-mail messages, notes, and personal report articles.)

From the Edit menu, choose:

•	Notes to display the Notes window for creating and working with personal notes relating to specific stocks and/or mutual funds.  To work with notes, see Notes.

•	Protect Startup to display the Protect Startup window for setting up password security to protect your investment data.  To work with passwords, see Passwords.

•	Corrections to correct stock quotes or your account information.  See Corrections.


 View menu

The View menu lets you change what is displayed on Investor Insight’s desktop.

From the View menu, choose:

•	Iconbar to display or hide the iconbar that contains icons for easy access to frequently-used features in Investor Insight.  You can display icons and text, just icons or just text, or hide the iconbar.  A check mark beside an option indicates it’s selected.  Select the option again to turn off the option.  For information on the icons, see Iconbar.

•	Status Bar to display or hide the status bar at the bottom of the screen that describes the currently active window, the currently selected menu option, the date and time of your last download, or the function Investor Insight is currently performing.  A check mark beside this option indicates that the status bar is currently displayed.  Choose the option again to hide the status bar.

•	Memorize Window to save and name any currently active window so you can retrieve it (with its original settings) at any time.  To memorize a window, see Memorizing windows.

•	Save Desktop to save the arrangement and size of the windows currently displayed on the desktop to help you organize your screen.   To work with the desktop, see Desktop.

•	Restore Desktop retrieves the desktop you saved, displaying the arrangement and size of the windows you saved and closing any other open windows.  To work with the desktop, see Desktop.


 Chart menu

The Chart menu gives you access to all the investment charts in the program except portfolio charts (which you access from the Portfolios window).

From the Chart menu, choose:

•	Price-Volume Overview to display a chart overview window that graphically shows the price and volume changes in each individual stock and/or mutual fund in the Watch List.  From the overview, you can see any stock or mutual fund in a detailed price-volume chart.  To work with these charts, see Price-volume charts.

•	Comparative Charts to display the Comparative Chart window that gives you access to the three comparative charts--percent change, abnormal volume, and burst charts.  To work with these charts, see Comparative charts.

•	Index Charts to display the Choose Index window for selecting a market index chart to display.  To work with Index charts, see Index charts.

•	Company Preview to display a price history of a stock or mutual fund.  To work with these charts, see Company preview charts.


 Report menu

The Report menu gives you access to news stories and all the investment reports in the program except portfolio reports (which you access from the Portfolios window).

From the Report menu, choose:

•	News to display the News window for viewing news stories on any stock or mutual fund in the Watch List.  To work with news stories, see News.

•	Flash Report to display the flash report to get a performance overview of market indicators, portfolios, custom indexes, and the most volatile stocks and/or mutual funds in the Watch List.  To work with this report, see Flash reports.

•	Company Snapshot to display a report that combines a price-volume chart with any related news stories on a stock or mutual fund.  To work with company snapshots, see Company Snapshots.

•	Personal Report to display a personalized newsletter-style report that summarizes investment performance in charts, news stories, and summary articles.  To work with this report, see Personal report.

•	Current Prices to display the current prices report that shows the current price and price change of specific stocks and mutual funds within a selected time period.  To work with this report, see Current prices reports.

•	Historical Prices to display the historical prices report that shows the high, low, and closing prices and the volume traded of a specific stock or mutual fund within a selected time period.  To work with this report, see Historical prices reports.

•	Company Reports to display the Company Report window for ordering company reports from Investor Insight, and for displaying, deleting, and printing downloaded reports.  To work with company reports, see Company reports.


 Comm menu

The Comm menu gives you access to everything you need to communicate with Investor Insight.

From the Comm menu, choose:

•	Dial to call Investor Insight to capture price information and news, send and receive e-mail messages, and send orders for company reports and receive them.  See Capturing data.

•	Timer to schedule automatic dialing to capture data and automatically generate and print the personal report.  See Setting the timer.

•	Settings to change your modem and phone settings.  See Changing the modem setup.

•	Write E-mail to display the Write E-Mail to Customer Service window for writing messages to Intuit’s Technical Support.  To work with e-mail messages, see E-mail.

•	User Profile to change your registration information.  See Changing the user profile.

•	Get Billing Information to get information about your current charges and general pricing information about the Investor Insight service.  See Getting billing information.

•	Inbox to read incoming e-mail.  To work with e-mail messages, see E-mail.

•	Outbox to review the contents of outgoing e-mail.  To work with e-mail messages, see E-mail.


 Window menu

The Window menu lets you organize the open windows on the desktop, close all of them, and find windows that are open but hidden behind other windows.  See the Microsoft Windows User’s Guide for more information.

From the Window menu, choose:

•	Arrange Windows to automatically display all open windows in their default size and location.

•	Tile to automatically resize and arrange all open windows on the desktop side by side so you can see each window's title bar.

•	Arrange Icons to automatically arrange the minimized window icons in a row at the bottom of the desktop.

•	Close All to close all the open windows on the program's desktop.

•	“Name of open window” to make an open window active and bring it into view.  A check mark beside the name of the window indicates that it’s the currently active window.  The numbers beside the names indicate the order you opened the windows.


 Help menu

The Help menu gives you access to all the program's Help utilities.

From the Help menu, choose:

•	Contents for a list of Help topics that give you information on using any Investor Insight feature.  See Using the contents.

•	Context Help (F1) to get Help on the currently active Investor Insight window.  See Using Context Help.

•	Search for Help On to search for a list of topics that match a keyword you type. For more information on using Search, choose Using Help from the Help menu or see your Microsoft Windows User's Guide

•	Overview for a quick overview of Investor Insight, including what it is, how it works, what it costs, what its features are, and what to do next.  See Reading the overview.

•	Easy Steps for nine steps designed to get you up and running immediately.   See Following the Easy Steps tutorial.

•	Qcards to display a description of any currently active window.  A check mark beside this option indicates that Qcards are currently displayed.  Choose the option again to hide the Qcards.  See Displaying Qcards.

•	About Investor Insight for information on the program's version number and copyright date.  See Viewing About Investor Insight.


 Iconbar

The iconbar directly below the menu bar contains icons that give you one-step access to Investor Insight’s most commonly-used features.  (You can access all the program features from the menus.)

To display the iconbar:

•	From the View menu, choose Iconbar, and then choose Icons, Text, or both.  A check mark beside the option indicates that it’s selected.  (Select an option again to turn it off.)

To choose an icon from the iconbar:

•	Click the icon.

The icons are:

Watch

Portfolio

Flash

News

Price-Vol

Compare

Preview

C. Report

Prices

P. Report

Desktop

Call

Help


Watch icon

Displays the Watch List window that lists the stocks and/or mutual funds you’re tracking.  For more information, see Watch List.


Portfolio icon

Displays the Portfolios window that lists your investment holdings or shadow holdings. For more information, see Portfolios.


Flash icon

Displays the flash report that gives a performance overview of market indicators, portfolios, custom indexes, and the most volatile stocks and/or mutual funds in the Watch List.  For more information, see Flash reports.


News icon

Displays the News window for reading news stories on any stock or mutual fund in the Watch List.  For more information, see News.


Price-Vol icon

Displays the price-volume overview chart that graphically shows the price and volume changes in each individual stock and/or mutual fund in the Watch List.  From the overview, you can see any stock or mutual fund in a detailed price-volume chart.  For more information, see Price-volume charts.


Compare icon

Displays the Comparative Chart window that gives you access to the three comparative charts--percent change, abnormal volume, and burst charts.  For more information, see Comparative charts.


P. Report icon

Displays the personal report that summarizes investment performance in charts, news stories, and summary articles.  For more information, see Personal report.


Desktop icon

Retrieves and displays the desktop you saved using Save Desktop from the View menu.  For more information, see Desktop.


Call icon

Displays the Download window that lets you capture data and send or receive e-mail.  For more information, see Capturing data.


Preview icon

Displays the company preview chart that plots historical price information for a company.  For more information, see Displaying company preview charts.


Help icon

Displays context-sensitive help for the current window.  For more information, see Help.


C. Report icon

Displays the Company Reports window, where you can display or order company reports, which include investment and financial data for a specific company.  For more information, see Company reports.


Prices icon

Displays a current prices report for the stocks and mutual funds in the Watch List.  For more information, see Current prices reports.


Desktop

The desktop is the area on the screen where the iconbar, status bar, and program windows appear.

As you work with Investor Insight, the windows you use most frequently  (such as the Watch List and the price-volume chart) can become hidden by other open windows.  Or you might want to work with the same group of windows for a specialized purpose, such as analyzing market trends or the performance of a particular stock or portfolio.

To have immediate access to these windows, you can save the layout of the desktop when it’s displayed the way you want.  When your desktop is cluttered, you can restore the desktop you saved.

To save the desktop:

1.	Display the windows you want to save on your desktop.  Move, resize, and arrange them to your liking.

2.	From the View menu, choose Save Desktop.  Investor Insight saves the displayed windows and window elements.

To restore the saved desktop:

•	From the View menu, choose Restore Desktop or click the Desktop icon on the iconbar.  The windows and window elements you saved appear on the desktop, and Investor Insight closes any other windows that were open.

You can also:

Memorize windows


 Memorizing windows

As you work with Investor Insight, you might want to save the settings of a particular chart or report--or any window--so you can display it again without having to reset the time period, scope, or other options.  To save time, you can memorize any window with its current settings, and then access it again at any time.  This is the best way to save the settings of a chart or report for future reference.  When you no longer need the information, you can delete the memorized window.

To memorize a window:

1.	Make the window active by clicking it or choosing its name from the Window menu.

2.	From the View menu, choose Memorize Window.  The Memorize Window window appears.

3.	Enter a name for the window, such as the name of the stock or mutual fund the window pertains to.

4.	Click OK.  The list of memorized windows appears that includes the name you just entered.

To see a memorized window:

1.	From the List menu, choose Memorized List.  The Memorized Windows window appears, listing the windows you’ve saved.

2.	Select the name of the memorized window you want and click Open, or double-click the name of the window.   The window you memorized appears on the desktop on top of any other open windows.

To delete a memorized window:

1.	From the List menu, choose Memorized List. The Memorized Windows window appears, listing the windows you’ve saved.

2.	Select the name of the memorized window you want to delete.

3.	Click Delete, and then click Yes to confirm that you want to delete the window.

You can also:

Save the desktop


 Passwords

You entered a password in the User Registration window when you signed up for Investor Insight.  This protects your account so others can’t use it to capture data.

You can add additional password protection to keep your investment data confidential by requiring a password to start Investor Insight.  Investor Insight asks for the password each time you start the program.  (You use the same password you entered in the User Registration window.)

If you haven’t registered yet, see Signing up for Investor Insight.

To require your password for starting Investor Insight:

1.	From the Edit menu, choose Protect Startup.

2.	Select “Require password when starting application,” and then click OK.

3.	Confirm your password, and then click OK.

The next time you start Investor Insight, you must enter your password.


Help for Investor Insight
 Help

Investor Insight provides a variety of Help utilities designed to help you maximize your use of the program.  Choose one of the following Help utilities from the Help menu:

•	Contents for a list of Help topics that give you information on using any Investor Insight feature.

•	Context Help (F1) to get Help on the currently active Investor Insight window.

•	Search for Help On to search for a list of topics that match a keyword you type.  For more information on using Search, choose Using Help from the Help menu or see your Microsoft Windows User's Guide.

•	Overview for a quick overview of Investor Insight, including what it is, how it works, what its features are, and what to do next.

•	Easy Steps for nine steps designed to get you up and running immediately.

•	Qcards to display a description of any currently active window.

•	About Investor Insight for information on the program's version number and copyright date.

For specific help on the program, you can:

Use the Contents

Use Context Help

Read the Overview

Follow the Easy Steps tutorial

Display Qcards

View About Investor Insight


Using the Contents
Use the Contents

To use the Contents:

1.	From the Help menu, choose Contents to display the Contents screen.

2.	Click the underlined name of a topic.  Click any underlined word or phrase in the Help text to go to a related topic.

3.	To return to the Contents screen, click Contents at the top of the Help window.


Using context Help
Use context Help

To use Context Help:

•	From the Help menu, choose Context Help, press F1, or click the Help icon on the iconbar.  Investor Insight displays Help for the active window.


Reading the Overview
Read the Overview

To use the Overview:

1.	From the Help menu, choose Overview.

2.	Click the button for a topic to display the topic screen or the Main Features screen.  Click a button in the Main Features screen to display a subtopic screen  (which describes hot spots, the Watch List, price-volume charts, news, other charts, and portfolios).

3.	Click Return to return to the main menu.

4.	Click Exit to exit the Overview.


Following the Easy Steps tutorial
Follow the Easy Steps tutorial

To follow the Easy Steps tutorial:

1.	From the Help menu, choose Easy Steps.

2.	Click the Next or back buttons to move to the next or previous screens.

3.	To close the Easy Steps window, double-click the window's Control menu box, choose Close from the Control menu, or press CTRL+F4.


Displaying Qcards
Display Qcards

To display Qcards:

•	From the Help menu, choose Qcards. A check mark beside the option indicates that Qcards are currently displayed. A Qcard appears beside the currently active window.

To hide Qcards:

•	From the Help menu, choose Qcards again to hide Qcards.  The check mark beside this option disappears, indicating that Qcards are hidden.


Viewing About Investor Insight
View About Investor Insight

To view About Investor Insight:

1.	From the Help menu, choose About Investor Insight.

2.	To close the window, click OK.


Average annual return

The percent profit your portfolio is making on a yearly basis.  If the report period is shorted or longer than a year, the average annual return is converted to an annual rate.


AIMR

Association for Investment Management and Research.  Investor Insight calculates portfolio performance in compliance with the AIMR standards.


Blended average annual return

The average annual return, based on the combined performance of all transactions for the stock or mutual fund for the history of the portfolio.


Portfolio

A portfolio lists your investment holdings or shadow holdings (stocks and/or mutual funds you don't own but want to track).  It is a collection you define of stocks and/or mutual funds that you want to analyze as a group.  Each portfolio has a dollar value and includes information on the number of shares purchased, the purchase price per share, as well as any accounting transaction data.  To work with portfolios, click the Portfolio icon on the iconbar or choose Portfolio List from the List menu.


Personal report

The personal report is a personalized newsletter-style report that integrates charts, news stories, and summary articles to give you at-a-glance summary information on your investments.  To work with the personal report, click the P. Report icon on the iconbar or choose Personal Report from the Report menu.


Watch List

The Watch List is a list you define of all the stocks and mutual funds you want to track in Investor Insight.  Investor Insight uses the Watch List to capture price information and news stories, to generate charts and reports, and to create portfolios and custom indexes (subsets of stocks and/or mutual funds).  To work with the Watch List, click the Watch icon on the iconbar, or choose Watch List from the List menu.


Snapshot

A snapshot contains a price-volume chart for a stock or mutual fund and can also contain a list of news story headlines or full news stories for the company.  You can include snapshots in the personal report.  To work with snapshots, choose Company Snapshot from the Report menu or click Snapshots in the Personal Report window.


Custom index

A custom index, which works like a personalized market index, is a collection you define of stocks and/or mutual funds that you want to analyze as a group.  A custom index has a relative value rather than an explicit value.  Investor Insight calculates its percent changes in value over time using equal weighting, rather than weighting you define.  To work with custom indexes, choose Custom Indexes from the List menu.


Hi-lo lines

Hi-lo lines are vertical lines for each date in a price-volume or index chart that show the date's high and low prices.  A horizontal hatch mark indicates the closing price for the date.


Advanced portfolio

An advanced portfolio, designed for serious investors who want detailed performance calculations, is like a brokerage account, letting you track all accounting transactions related to a group of stocks and/or mutual funds.  It calculates true portfolio value on any given day and performance figures (internal rate of return and time-weighted return) for any period. You can display the transactions you enter on the price-volume chart for the stock or mutual fund.  To work with portfolios, click the Portfolio icon on the iconbar or choose Portfolio List from the List menu.


Simple portfolio

A simple portfolio, designed for investors who trade infrequently and want to set up quickly, is a collection you define of stocks and/or mutual funds that you want to analyze as a group.  It includes information on the number of shares purchased and the purchase price per share, and provides an easy way to analyze market trends.  To work with portfolios, click the Portfolio icon on the iconbar or choose Portfolio List from the List menu.


Hot spots

Spots on a chart or report that let you QuickZoom to related information for the displayed security, such as a chart, news stories, splits, notes, or company reports.  When you move the pointer over a hot spot, it changes its shape.  Double-click the hot spot to QuickZoom to the related information.


Price-volume charts
Price-volume chart

Price-volume charts are line charts that plot the price of a single stock or mutual fund and its trading volume over any time period.  To work with price-volume charts, choose Price-Volume Overview from the Chart menu or click Chart in the Watch List window or the News window.


Market indexes

Market indexes are the Dow Jones Industrial Average and the Standard & Poor's 500.  Investor Insight captures price information (high, low, and closing prices, and trading volume) for the market indexes.


Splits

Splits occur when a company issues more shares to its stockholders (such as two shares for one), or in the case of a reverse split, issues fewer shares (such as one share for two).  Investor Insight captures splits when you download data, and adjusts the price per share on historical data used for charts and reports to allow for accurate comparison to today's trading price.  If the stock is included in a portfolio, Investor Insight asks if you want to apply the split.  If you answer Yes, it enters a split transaction in your portfolio.  When you’re creating a new portfolio, you enter split transactions manually as you enter historical data.


Notes

Notes are personal notes you can write related to any stock, mutual fund, or miscellaneous topic.  You can access notes from a price-volume chart or in the Notes window.  To work with notes, choose Notes from the Edit menu or click Notes in the Watch List window.


Memorized windows

Memorized windows are any Investor Insight windows you've saved and named so you can display them again at any time.  To memorize the currently active window, choose Memorize Window from the View menu.  To display the window again, choose Memorized Windows from the List menu and select the window name from the list.


Lots

Groups of shares of a stock or mutual fund bought and sold.


Annualized IRR
IRR Annualized

IRR expressed as an interest rate for easy comparison with other interest rates for the same time period.


IRR

Internal rate of return, the growth rate of your money over a time period relative to the amount invested.  IRR, which compares the profit to the amount invested, is expressed as a percent gain or loss for easy comparison with other percent changes for the same time period.  The IRR calculation is based on continuous compounding.


TWR

Time-weighted return, a measure of the performance of your investment decisions, independent of the amount of money invested.  TWR is expressed as a percent gain or loss for easy comparison with other percent changes for the same time period.


TWR Annualized

TWR expressed as an interest rate for easy comparison with other interest rates for the same time period.


Quicken portfolio

A Quicken portfolio, designed for investors who are already tracking their investments in Quicken, lets you import transactions from Quicken investment accounts to Investor Insight.  For each investment account, Investor Insight creates a Quicken portfolio, which is similar to an advanced portfolio, except you can’t rename the portfolio or add, edit, or delete transactions.


Sharing data with Quicken

Investor Insight and Quicken are designed to work together so you can take advantage of the best features in both programs.

You can:

Use Investor Insight stock quotes in Quicken

Use Quicken investment accounts in Investor Insight


Using Investor Insight stock quotes in Quicken

If you’re using both Investor Insight and Quicken, you can easily use Investor Insight’s stock quotes (high, low, and closing prices and volume) in Quicken for stocks on the Watch List.

When you start Quicken, Investor Insight automatically sends the most recently downloaded stock quotes for the stocks in the Watch List.  (Investor Insight only sends quotes for stocks that have a matching ticker symbol in Quicken.  If necessary, add ticker symbols using the Quicken Security list.)  To see a stock’s price history in Quicken, click Prices in the investment account’s Portfolio View.

If you update Investor Insight’s stock quotes by capturing data, the next time you start Quicken, the most recent day’s stock quotes are added to the price history.

You can also:

Use Investor Insight historical data in Quicken

Use Quicken investment accounts in Investor Insight


Using Quicken investment accounts in Investor Insight

You can import Quicken investment account information so you can analyze it using Investor Insight’s features.  Investor Insight can import data from any of Quicken’s investment accounts.

When you import a Quicken investment account, it appears in the Portfolios window, marked with a Q.  A Quicken portfolio is similar to an advanced portfolio; however, you can’t rename the portfolio or add, edit, or delete transactions. Investor Insight also adds each security with a valid ticker symbol (and with at least one associated transaction) to the Watch List.

You can create charts and reports from the Quicken portfolio.  See Portfolio charts and Portfolios reports.

Investor Insight works best with securities with ticker symbols.  Before you import Quicken investment accounts, make sure each security has a valid ticker symbol associated with it. (Add ticker symbols using the Quicken Security list.)  If some of the securities in your Quicken investment account have invalid or missing ticker symbols, Investor Insight can’t add them to the Watch List, and the transactions appear differently in Investor Insight.

To import a Quicken investment account:

1.	From Investor Insight’s File menu, choose Get Quicken Investments.  Investor Insight uses the currently open Quicken file, or if Quicken isn’t running, it uses the file you most recently used.

2.	Investor Insight warns you if a Quicken account has securities with missing or invalid ticker symbols.  Investor Insight still creates a portfolio, but the transactions are converted differently.  Click OK to continue importing.

3.	In the Get Quicken Accounts window, select the Quicken account(s) you want to import to Investor Insight.  All the investment accounts are listed.  Click Clear All to deselect all the accounts or Mark All to select all the accounts.

4.	Click Get Data, and then click OK.  Investor Insight creates a new portfolio for each specified Quicken account.  The portfolio has the same name as the Quicken account.  Its start date is the date of the earliest transaction in the Quicken account, with a starting cash balance of zero.  Each Quicken transaction is converted to a corresponding Investor Insight transaction or transactions.  Investor Insight also adds each Quicken security with a valid ticker symbol (and with at least one associated transaction) to the Watch List.

You can also:

Update Quicken portfolios

Use Investor Insight historical data in Quicken

Use Investor Insight stock quotes in Quicken


Using Investor Insight historical data in Quicken

You can import up to five years’ worth of Investor Insight’s stock quotes to Quicken.

1.	In Quicken’s Portfolio View, select a security and click the right mouse button.

2.	Choose Import Historical Prices from the shortcut menu.

3.	Specify how far back to retrieve data and how much data to retrieve, and then click OK.

Quicken gets quotes from Investor Insight for the time period you specify. Click Prices in the Portfolio View to see the prices.


Converting Quicken transactions

Because Quicken’s transactions are slightly different than Investor Insight’s transactions, Investor Insight converts Quicken transactions as described in the following table (the conversion differs if there isn’t a valid ticker symbol):

Quicken action	Investor Insight transaction  (if there’s a valid ticker symbol)	Investor Insight transaction  (if there’s not a valid ticker symbol)
Buy	Buy	Withdrawal
Buy/Transfer	Contribution + Buy	<none>
Sell	Sell	Contribution
Sell/Transfer	Sell + Withdrawal	<none>
Dividend Income	Dividend	Dividend (general)
Dividend/Transfer	Dividend + Withdrawal	Dividend (general) + Withdrawal
Interest Income	Interest	Interest (general)
Capital Gain Short	Capital Gain Short-Term	Capital Gain Short-Term (general)
Capital Gain Short/Transfer	Capital Gain Short-Term + Withdrawal	Capital Gain Short-Term (general) + Withdrawal
Capital Gain Long	Capital Gain Long-Term	Capital Gain Long-Term (general)
Capital Gain Long/Transfer	Capital Gain Long-Term + Withdrawal	Capital Gain Long-Term (general) + Withdrawal
Reinvest Dividend	Dividend + Buy	Dividend (general) + Withdrawal
Reinvest Interest	Interest + Buy	Interest (general) + Withdrawal
Reinvest Cap. Gain Short	Capital Gain Short -Term + Buy	Capital Gain Short -Term (general) + Withdrawal
Reinvest Cap. Gain Long	Capital Gain Long-Term + Buy	Capital Gain Long-Term (general) + Withdrawal
Stock Split	Split	<none>
Misc. Income	Interest	Interest (general)
Misc. Expense	Interest (negative amount)	Interest (general, negative amount)
ShrsIn (Add shares)	Contribution + Buy	<none>
ShrsOut (Remove shares)	Sell + Withdrawal	<none>
Return of Capital	Interest	Interest (general)
Margin Interest Expense	n/a	Withdrawal
Transfer In	n/a	Contribution
Transfer Out	n/a	Withdrawal
Check	n/a	Withdrawal
Reminder	n/a	<none>
Note:  Investor Insight converts short sales to a Contribution at sell time and a Withdrawal at buy time. Shares In, Shares Out, and Return of Capital don’t have matching transactions in Investor Insight. Investor Insight uses corresponding transactions that maintain the correct cash balance, although cost basis and tax information might not be accurate.

 Go back


Updating Quicken portfolios

After you import a Quicken investment account to Investor Insight, you can update the portfolio any time you’ve added, edited, or deleted transactions in the Quicken account.

To update a Quicken portfolio:

•	In the Quicken portfolio window, click Update.  Investor Insight updates the current Quicken portfolio by importing the Quicken investment account.  (Investor Insight replaces the current Quicken portfolio.)


Tip

Investor Insight doesn't display the “Missing or Invalid Symbol” alert for securities whose symbol begins with "*".

If you have securities in Quicken without ticker symbols (such as bonds) or with invalid ticker symbols, you can prevent the "Missing or Invalid Symbols" alert from appearing by adding "*" to the beginning of the security's symbol. Use the Quicken Security list to add or edit symbols.


Corrections

If you’re having trouble connecting to Investor Insight, a technical support representative may ask you to delete your account information. (This deletes the information from your hard drive only; it doesn’t delete your account records at Investor Insight’s data center.) You can update it the next time you make an online connection.

To delete your account information:

1.	From the Edit menu, choose Corrections.

2.	Click Delete Account Information, and then click Yes to confirm that you want to delete your account information.

3.	Click OK, and then click Close.

The next time you make an online connection, click Yes when Investor Insight asks if you’re already registered, and then type your user name and password in the Enter User Name and Password window.

If you’re having trouble downloading data, a technical support representative may ask you to delete your stock quotes. You can re-capture them the next time you make an online connection.

To delete stock quotes:

1.	From the Edit menu, choose Corrections.

2.	Click Delete Quotes.

3.	Select the stock or mutual fund, and then click Delete.

4.	Click Yes to confirm the deletion.

5.	Click OK when the process is complete, and then click Close.


Backing up
Backing up your data

You can back up your portfolios, custom indexes, and information on how you customized the program (including the Watch List, notes, memorized windows, saved desktop, Inbox, Outbox, and your registration information).

To back up your data:

1.	From the File menu, choose Backup Portfolios.

2.	Specify a drive and directory to back up to.

3.	Click OK.

To restore the backed up data, see Restoring your data.


Restoring your data

You can restore Investor Insight data to your hard drive if you backed it up using the Backup Portfolios command. You can restore portfolios, custom indexes, and information on how you customized the program (including the Watch List, notes, memorized windows, saved desktop, Inbox, Outbox, and your account information).  To restore the data, you use Windows to copy the data to your current Investor Insight \USER directory.

To restore your data:

1.	Close Investor Insight if it’s open.

2.	Use the Windows File Manager Copy command to copy files from your backup directory to Investor Insight’s \USER directory.  If you installed Investor Insight to the default location, this is \II\USER, in your Quicken directory. Replace the files in the current \II\USER directory.


Taking Investor Insight on the road

If you want to take Investor Insight with you on the road, you can copy your data files and account information to your laptop and update your home system when you return.

To take Investor Insight on the road:

1.	Install Investor Insight on your laptop.  You can install a second copy of Investor Insight on your laptop for your personal use only.

2.	Copy the contents of the Investor Insight \USER and \DATA directories from your home system to the laptop.

Overwrite the existing \USER and \DATA directories on the laptop that were installed with Investor Insight. This copies all your data and account information to the laptop. Investor Insight automatically chooses the correct phone number to dial wherever you are.

When you return home, you can update your home system with the new information on your laptop. Copy the contents of the laptop’s \USER and \DATA directories to your home system.


Calling Intuit

Before you call with a question or problem:

Be at your computer with Windows and Investor Insight running, and have the following information handy:

•	Investor Insight version number (from the Help menu, choose About Investor Insight)

•	If you receive an error message, exact wording of the message

•	Hardware type and model and amount of memory (RAM) installed

•	Windows version number

•	Monitor type

•	Modem manufacturer, type, and model (if relevant to your problem)

•	Printer manufacturer, type, and model (if relevant to your problem)

•	Network configuration, if any

Calling for technical support:

Talk to a representative during our business hours
Monday - Friday, 7 am - 7 pm Central time
708-585-8500

Sending e-mail for technical support:

Use Investor Insight’s e-mail to send your questions to us.  Send your question any time. We’ll respond within two business days.

•	Choose Write E-mail from the Comm menu. Investor Insight sends the message the next time you make an online connection.

Getting billing information:

Use Investor Insight’s e-mail to see up-to-date information about your account, 24 hours a day, 7 days a week.

•	Choose Get Billing Information from the Comm menu. Investor Insight sends the request the next time you make an online connection.

Getting pricing information:

Use Investor Insight’s e-mail to get pricing information for the Investor Insight service, 24 hours a day, 7 days a week.

•	Choose Get Billing Information from the Comm menu. Investor Insight sends the request the next time you make an online connection.

•	Or call 1-800-245-2164, 24 hours a day, 7 days a week.


Investor Insight copyright and trademarks notice
Investor Insight

Copyright 1995 Intuit Inc. All rights reserved.

Intuit Inc.
P. O. Box 3014
Menlo Park, CA 94026

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If the Software is supplied to the Department of Defense (DoD), the Software is classified as “Commercial Computer Software” and the Government is acquiring only “restricted rights” in the Software and its documentation as that term is defined in Clause 52.227-7013(c)(1) of the DFARS, and If the Software is supplied to any unit or agency of the United States Government other than DoD, the Government’s rights in the Software and its documentation will be as defined in Clause 52.227-19(c)(2) of the FAR.

Restricted Rights Legend

Use, duplication, or disclosure by the Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 52.227-7013, and when applicable subparagraphs (a) through (d) of the Commercial Computer-Restricted rights clause at FAR 52.227-19, and in similar clauses in the NASA FAR Supplement.

Intuit Inc.
66 Willow Place, P.O. Box 3014
Menlo Park, CA 94026-3014

Export law assurances

You acknowledge and agree that the Software is subject to restrictions and controls imposed by the United States Export Administration Act (the “Act”) and the regulations thereunder. You agree and certify that neither the Software nor any direct product thereof is being or will be acquired, shipped, transferred or exported, directly or indirectly, into any country prohibited by the Act and the regulations thereunder or will be used for any purpose prohibited by the same.

Certain limitations

This Software does not recommend or endorse any specific investment, investment strategy, or guarantee the performance of any investment. Although the Software may provide some general financial guides, Intuit and its licensors do not endorse, recommend or give any investment or financial advice regarding the nature, potential value, or merits to any investment, transaction or strategy or financial condition. The Software contains preset values and assumptions, together with dated content which may not be relevant to your particular financial situation. Consequently, neither Intuit nor its licensors represent, warrant, or guarantee the accuracy and timeliness of the content contained in the Software.   Intuit and its licensors will have no responsibility of any kind to you, or to any other party, on account of any inaccuracies in or untimeliness of the data, or for any delay in such data contained in the Software. Various information in the Software constantly changes, and the information in the software is only current as of a particular date or time.   You may not rely on the Software without confirming research from other sources, obtaining current information, separate analysis by you for your own particular investment or financial situation. Intuit and its licensors can not warrant that the operation of the Software will be uninterrupted or error free, that the software will meet your requirements. Intuit, its licensors, officers, directors, agents, employees, distributors or dealers are not responsible for any financial losses due to the direct or indirect use of this software.

Miscellaneous

This Agreement will be governed by the internal laws of the State of California. If any provision of this Agreement is held to be unenforceable, that provision will be removed and the remaining provisions will remain in full force. This Agreement is the complete and exclusive statement of the agreement between us which supersedes any proposal or prior agreement, oral or written, and any other communications between us is relation to the subject matter of this Agreement.

If you have any questions concerning this Agreement, you may contact Intuit by writing to Intuit Inc., P. O. Box 3014, Menlo Park, CA 94026-3014, Attn: Legal Department.

You acknowledge that, in providing you with the Software, Intuit and its licensors rely upon you to read this Agreement, understand it, and agree to be bound by its terms and not those contained in your purchase order.

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Corel Corp.
1600 Carling Ave., Corel Building
Ottawa, ON K128R7, Canada
613-728-8200


	Glossary
A - H

Advanced portfolio

AIMR

Average annual return

Blended average annual return

Custom index

Hi-lo lines

Hot spots

I - R

IRR

IRR Annualized

Lots

Market indexes

Memorized windows

Moving average

Notes

Personal report

Portfolio

Price-limit lines

Price volume chart

Quicken portfolio

S - W

Simple portfolio

Snapshot

Splits

TWR

TWR Annualized

Watch List