About Adding Stocks: Use this page to add the stocks you wish to track to your
portfolio. Then, you can proceed to tell GlobeAdvisor the number of shares you hold in
each stock. A list of the stocks already added to your portfolio appears in the grey box
at the bottom of all Add Stock pages.
To add stocks, follow these steps.
- Enter the symbol of the stock you wish to track and its exchange code (for example,
BCE-T, BCE-N). Exchanges codes are T-Toronto, M-Montreal, V-Vancouver, C-Alberta, D-CDN,
N-New York, A-American, Q-NASDAQ, Q2-Nasdaq-OTC.
- Click the down arrow below Short Sell to indicate whether you would like to be
able to short this stock (Yes or No).
- Optionally, you can enter comments related to this stock.
- Click Add this Stock. GlobeAdvisor will confirm the addition of this stock to
your portfolio.
- At this point, you can:
- add another stock to your portfolio
- click Add Transaction if you have no other stocks to add to the portfolio and
want to start entering the number of shares you hold in each stock, or
- click Portfolio Menu to return to the GlobeAdvisor menu page