Analyze your portfolios recent valuation financial and


Use the "Search for Companies" function to create your own portfolio according to a spe- cific investment style mandate (e.g., large-cap growth, high-return momentum, industry- specific) of your own choosing. Once you have established this portfolio, use the "Save Set" command to name and save the identity of the portfolio companies you have selected. Analyze your portfolio's recent valuation, financial, and performance characteristics by accessing the various summary reports available under the "Portfolios" tab. (Note: You should experiment with the various search commands available in the company search menu in order to get acquainted with the multitude of portfolios that you can form, as well as the scope of the financial reports that can be created for those portfolios.)

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Portfolio Management: Analyze your portfolios recent valuation financial and
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