Guide to Understanding      Portfolios    ENTERING A TRADE
ClickEnter ATrade to begin.
This is a buy transaction for 155 shares of INTC (Intel) stock. or check the currentstock (fund) price by selecting Valida...
Most trades are entered at Market price, in which case, the team will get the day’s(or current) closing price. Setting a L...
After entering a trade, you will get a chance to preview the order to confirm it.Confirming a trade requires you to re-ent...
After entering a trade, you will receive immediate confirmation. Check PendingTransactions for its status. Click Enter Ano...
After entering a trade, it should immediately appear in Pending Transactions.Students with the end-of-day pricing option h...
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ENtering a Trade

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ENtering a Trade

  1. 1. Guide to Understanding Portfolios ENTERING A TRADE
  2. 2. ClickEnter ATrade to begin.
  3. 3. This is a buy transaction for 155 shares of INTC (Intel) stock. or check the currentstock (fund) price by selecting Validate Ticker. After entering trade, select“Preview Trade”. Click Ticker Symbol to look up the symbol for your company. Click Validate Ticker to insure you entered the appropriate ticker and check its price quote.
  4. 4. Most trades are entered at Market price, in which case, the team will get the day’s(or current) closing price. Setting a Limit will work for any type of trade—buy, sell,short-sell, or short-cover. Setting a limit will only hold for that day.This is a sell order with a price limit. This entry means that the team only wants tosell MSFT if the price is not below the limit they set of $34.50. If it is below thatprice, the order will not be executed.
  5. 5. After entering a trade, you will get a chance to preview the order to confirm it.Confirming a trade requires you to re-enter your password. This is a safetymeasure in the system.
  6. 6. After entering a trade, you will receive immediate confirmation. Check PendingTransactions for its status. Click Enter Another Trade to enter a new transaction.You may also want to check Transaction Notes for a confirmation message or anerror message related to the trade.
  7. 7. After entering a trade, it should immediately appear in Pending Transactions.Students with the end-of-day pricing option have the opportunity to cancel anyorder in Pending Transactions until 4:00pm.
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