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. How do I backup my portfolio?
  2. How do I copy my portfolio to a new PC?
  3. Why do my open trades show up in the history trade list?
  4. How do I make the text larger in the trade lists?
  5. 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.
  6. Whats the difference between a Portfolio and an account?
  7. What is CAGR
  8. How do I handle a company merger
  9. When I try load my portfolio I get the error “The Microsoft.Jet.OLEDB.4.0 is not registered on your local machine.”
  10. Can I set a default brokerage amount?