Licensing

  1. I haven’t received my unlock code
  2. Registering Portfolio Manager
  3. I’m having trouble getting my unlock code to work
  4. I’ve lost my unlock code

General

  1. My stock prices are no longer updating
  2. How do I backup my portfolio?
  3. How do I copy my portfolio to a new PC?
  4. Why do my open trades show up in the history trade list?
  5. How do I make the text larger in the trade lists?
  6. I am unable to enter in stocks with extended symbols such as FDG.UN for Fording Canadian Coal Trust and BRK.A for Berkshire Hathaway Inc.
  7. Whats the difference between a Portfolio and an account?
  8. What is CAGR
  9. How do I handle a company merger
  10. When I try load my portfolio I get the error “The Microsoft.Jet.OLEDB.4.0 is not registered on your local machine.”
  11. Can I set a default brokerage amount?