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FAQ
Table of Contents
Frequently Asked Questions  Last Updated: 04/06/2001 Next >
 
  1. About FinPortfolio
    1. What is FinPortfolio?
    2. What is FinPortfolio NOT?
    3. What is unique about FinPortfolio?
    4. How do I get started?
    5. How does FinPortfolio safeguard sensitive user data?
  2. General Service Questions
    1. Will FinPortfolio always offer a free service, and if so, what will it include?
    2. Will I receive a reminder before my paid (or promotional) term of Premium Service expires?
    3. What if I wish to change my subscription term or service level, or discontinue service?
    4. If my service level is downgraded from Premium to Basic Service, what happens to the portfolios I created while receiving Premium Service?
    5. What are the differences between Basic and Premium Service?
    6. Can I import a portfolio from another site to do analysis on FinPortfolio?
    7. If I need more portfolios than the number allowed at my chosen level of Premium Service, can I pay for additional portfolios?
    8. Is it possible to use FinPortfolio to analyze very large portfolios?
    9. Why does FinPortfolio update asset prices only once per day?
    10. How long after close of market before a given day's price data is reflected in FinPortfolio's analysis?
    11. Why might I have a problem logging into FinPortfolio.com?
    12. Why might FinPortfolio reject my login ID or password at registration?
    13. Will my login session remain active indefinitely?
    14. Can I execute trades from FinPortfolio?
    15. How do I change my password?
    16. How do I notify FinPortfolio of a change in email address?
  3. Asset Coverage
    1. How soon after initial listing can an asset be included in FinPortfolio’s database?
    2. What are the criteria for a stock or mutual fund to be analyzed by FinPortfolio?
    3. Does FinPortfolio cover money market funds?
    4. Does FinPortfolio cover Bonds?
    5. Does FinPortfolio cover international equities?
    6. How many assets does FinPortfolio cover in its database?
    7. How can I represent cash or cash-like assets in my portfolio?
    8. Does FinPortfolio cover OTC-listed assets or NASDAQ small-cap issues?
    9. Can I include preferred stock in my portfolio?
    10. Can I include shares in a venture capital limited partnership in my portfolio?
    11. Can I include annuities in my portfolio?
  4. Data Entry/Portfolio Construction
    1. How do I create a new portfolio?
    2. Why might I be unable to add an asset to a portfolio?
    3. What if FinPortfolio does not recognize the ticker symbol of an asset I wish to include in my portfolio?
    4.  Why might I NOT be asked to provide purchase date when entering/adding an asset to a portfolio?
    5. Can I build and analyze a hypothetical portfolio?
    6.  What if the assets I'm entering into a portfolio were subject to splits?
    7. If one of my portfolio assets splits, will the number of shares and price be adjusted within my portfolio to reflect that?
  5. Analysis (General)
    1. Can I run analysis on a portfolio without entering the number of shares for newly added assets?
    2. What if I want to analyze more assets than my current level of service allows?
    3. How is a portfolio’s Expected Return calculated?
    4. Can I run aggregate analysis across more than one portfolio?
    5. What can I do if Portfolio Optimization cannot produce results on the assets I have chosen for analysis?
    6. Can I run analysis on a portfolio if the purchase dates are not correct?
    7. Why would the Sharpe ratio statistics reported on FinPortfolio differ from those reported by other financial sites like Morningstar?
    8. Does FinPortfolio factor in dividends and distributions when calculating expected return and volatility for an asset?
    9. Is there a difference in how expected return and volatility are calculated in Portfolio Optimization and Risk Analysis?
  6. Asset Allocation (or Strategic Asset Allocation)
    1. How is FinPortfolio's Asset Allocation different from other asset allocation tools, both on and off-line?
    2. What is the purpose of the Investor Questionnaire in Asset Allocation?
    3. Why might the Investor Questionnaire in Asset Allocation reject numbers that I input for targeted investment wealth, initial investment, or yearly contribution?
    4. Is my targeted investment wealth expressed in present or future dollars?
  7. Risk Analysis
    1. What is the Sharpe Ratio?
  8. FinPlan (Financial Planning)
    1. What is unique about FinPlan?
    2. What is multiple-goal, multiple-investment financial planning?
    3. What is Monte Carlo simulation? Why is it important?
    4. Does FinPlan allow for insurance policies to be reflected in my financial plan?
  9. Technical Information
    1. What browsers do FinPortfolio support?
    2. What are the required Web browser settings?
    3. How do I enable Java?
    4. How do I enable JavaScript?
    5. What if I take steps to enable Java and JavaScript but still cannot view the Java applets in FinPortfolio?
    6. How do I set up my browser to accept cookies?
    7. How can I enable my browser for HTTPS protocol so that I can login through the Secured Server?
    8. Why would the right half of my screen be cut off, making input fields inaccessible?
    9. Can I use FinPortfolio on an Apple Macintosh machine?
    10. When logging in, what if I attempt to access the Secure Server, but am told that the page does not exist?
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