Creating a SnapShot Group
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To use the SnapShot utility you need to subscribe to the SnapShot service and set up your SnapShot Lists as follows.

 

  1. Open the Portfolio Grid by clicking the Filing cabinet icon.  
  2. Click the SnapShot Tab to open the Snapshot view.
  3. Click the Create New Snap Group  icon   to show the following form.

                        

  1. Enter a Name for your snap Group and click the Create button.
  2. Add stocks or indices to the Snap List you created by selecting the Snap List name on the left and entering a stock or index code in each cell of the column named Code.
  3. For each stock or index entered,  enter an S or I respectively in the adjacent cell named Tag to identify the security as a Stock or an Index .
  4. Click the Save icon  to save your snap list.
  5. To collect a Snapshot refer to Collecting Snapshot Data .