Lists

You can create personal lists of funds or stocks which you would like to keep track of. Once you set up a list, you can view reports, charts and company profiles for every security in it.

Note: Setting up a list requires that your Web browser be set up to accept cookies (browsers are normally set up this way).

Fundlists

To create a Fundlist:
- If this is your first time creating a fundlist, click My Fundlist under My globeadvisor in the left menu on the Home page, then enter a name for the new list and click Create. The Update Fundlist screen appears.
- Use Filters or Reports to generate a list of funds matching criteria you have chosen. Then click the Sel box beside each selected fund(s), and at the bottom of the screen...
  - To create a new list, enter a name for the list and click Save.
  - To add the funds to an existing list, select the list from the pulldown box and click Add.
To edit a Fundlist, click Update your Fundlist from the Fund Report screen. The Update Fundlist screen appears.
To view your Fundlist report, go to the Home page and click My Fundlist. A report appears containing detailed information on the current fundlist.

Stocklists

To create your Stocklist, click My Stocklist on the Home Page. The Update Stocklist screen appears.
To view your Stocklist, click My Stocklist on the Home Page. The Price Report screen for all stocks in your list appears.
To edit your Stocklist, click Update your Stocklist on the Stock Report screen. The Update Stocklist screen appears.