My Accounts

The My Accounts page provides a summary of all of your accounts and shows the current value of the securities (stocks, mutual funds and options) and cash in each of your accounts. Use the My Accounts page to set up different account types (e.g., investment, retirement, education, etc.), create Watch Lists to monitor securities or even set up hypothetical portfolios to test the effectiveness of ExitPoint®. On the My Accounts page, you can also get a quick summary of the day's market, obtain quotes or access charts, news or company information for any stock or other security. You can also use the My Accounts page to view a summary of all of your short positions.

My Portfolio

ExitPoint's My Portfolio page provides key information about your current stocks and other securities, allowing quick and easy review of your holdings and their performance, including automatically calculated dividend history and total returns. A powerful advanced Search feature also allows you to zero in on the information most important to you. Drop-down links to comprehensive quotes, stock charts, news, historical prices and company profiles are also provided for every stock added to your portfolio. You can also view all short positions for each of your portfolios.

To create your portfolio, click the "Add a New Security" button, and add the information specified. On the Add a Security page, you can also view ExitPoint's default Strategy Settings, select one of the other preset strategy settings, or customize your own strategy with fixed or trailing stops. To switch between long and short positions, simply select “Long Positions” or “Short Positions” from the drop down menu for each portfolio.

My Exitpoints

The heart of the ExitPoint® application is the My ExitPoints page where the sophisticated ExitPoint® algorithm is constantly monitoring your portfolio and automatically generating stop loss recommendations ("exit points") for every security to help you limit your losses and preserve your hard-earned gains, including recommendations for all of your short positions. Sell Alerts and New ExitPoints are flagged (RED for Sell Alerts, GREEN for New ExitPoints) for rapid identification. The My History page for short positions also keeps track of the subsequent performance for every short you've closed.

My history

When you record the sale of a security in ExitPoint®, the sale is automatically recorded on the My History page, allowing quick and easy review of performance statistics on securities that have been sold. Advanced searching also can be used with the My History page.

My Option Reports

Our newest exciting feature is ExitPoint's My Option Reports, where you can instantly display or print an invaluable summary of all your long and short option positions for specific accounts, selected accounts or all of your accounts. Even better, with ExitPoint's advanced searching capabilities, you can create and save searches to pinpoint the profit or loss position of complex option positions such as spreads and straddles, isolate expiring option positions, or quickly check which options are "in the money" or "out of the money. We've scoured the landscape for a comprehensive options portfolio manager and you won't find a better one than ExitPoint's new My Option Reports.

My What-If Scenarios

The My What-If Scenarios page allows you to compare how the securities you sold would have continued to perform had they not been sold. Such a comparison demonstrates the value of implementing a disciplined exit strategy and the ease by which ExitPoint® can help you do so. Now, you can also view What-If Scenarios for short positions that you've closed. Can you think of a better way to analyze whether your investment strategies are working? It's another ExitPoint® exclusive.

My Email Alerts

ExitPoint's My E-Mail Alerts feature allows you to have your ExitPoint® reports delivered automatically right to your E-Mail in-box (including remote E-Mail devices) without the need to login to the Internet. E-Mail Alerts can be created to automatically contact you on a time-based schedule ("Time Alerts"), or on an event-based schedule ("Event Alerts"). You can create as many alerts of either type as you like and have each alert sent to up to two E-Mail addresses of your choice. Just "set and forget." That's all there is to it.

My Snapshots

ExitPoint's new My Snapshots feature allows you to take and preserve manual or automatically scheduled snapshots of your Accounts, your Portfolios or your ExitPoints for later viewing, printing or exporting. Now you can schedule daily, weekly, monthly, quarterly or "whenever the mood strikes you" snapshots of your investments and review this historical data using ExitPoint's advanced search and sorting features. Compare ExitPoint's one-of-a-kind "My Snapshots" feature to the limited transaction history stored by your online broker. "My Snapshots" makes ExitPoint® an indispensable resource tool to manage and keep track of your investments.

My Charts

If you agree that a picture is worth a thousand words, you'll love ExitPoint's My Charts. With My Charts, you can instantly create vivid graphical displays for your accounts and specific holdings within each account. Create bar and pie charts displaying values, costs, gain or loss, percentage holdings, ExitPoint strategies, Sell Alert percentages and much more, all in a matter of seconds.

My Broker

ExitPoint's My Broker feature provides direct links to over two dozen of the most popular online brokerage sites to simplify the entry of ExitPoint® recommendations on the securities in your account(s). You can also add a custom link to any brokerage site not already listed. We intend for future versions of ExitPoint® to provide for direct electronic trade execution through your selected broker. For now, users can directly link to their on-line brokerage accounts through ExitPoint® and place their sell and stop orders manually.

User Profile

User information, including your Username and Password, can be edited by accessing the User Profile page. We recommend that you protect your password from others and change your password periodically as an additional security measure by accessing this page.