Getting Started

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In QuoteTracker, lists of stocks are organized in portfolios.  Each portfolio can have one or more stocks, and one or more entries for each stock (if you have multiple positions in a single stock for example).  You can create as many portfolios as you like.

 

QuoteTracker comes with one sample portfolio. To get started you will have to set up your data sources and create your portfolio(s) to be used in QuoteTracker.  You can also customize QuoteTracker to suit your personal Preferences.  If you use a proxy server or are behind a firewall, you may need to define your proxy settings.

 

The first time that you start the program, the following screen will appear to help you quickly set up the Data Sources that will be used:

 

Select the language for the menus and dialogs, The Quote source, the source for Indices and for News.

 

Navigating in QuoteTracker:

There are several ways to navigate through the program, depending on your preference and what you want to do.

 

The menu bar across the top of the main screen has all the features and selections available:

 

 

Clicking on the button in the upper right of the main screen will allow you to select from several frequently used options:

 

 

Right clicking on a symbol, a chart or on many of the areas in QuoteTracker will bring up several options specific to that area and/or symbol. QuoteTracker relies on the right-click of the mouse to let the user quickly get to features.  For details on all the items available and how to use them, see the appropriate sections in Menus and Shortcuts and Tracking Portfolios.