The PCA for Windows Online Manual

Managing Real Money In PCA

 

To Learn about Creating Portfolios, Adding A New Equity.

 

Once You Have a Stock Loaded Into the System...

You gain access to the stock in the system by selecting the "Your Portfolio" tab from the left nav, and select "Portfolio Explorer".

Then select which portfolio you want to manage from the portfolio dropdown box. Then select the individual stock in the dropdown box and click the "Go" button. That stock will now open in the "Equity Manager" screen. The data you are looking at is current as the PCA system has already obtained a current quote for you. The quotes attached to PCA are delayed by at least 15 minutes.

You can look at the center of the Screen and see the current trade advice.

If the current trade advice is a buy or a sell, it will be highlighted in either red or green. You can select the "Enter Trade" button to the right of the trade advice and enter your trade into the system. You can do this before ar after you actually execute the trade with your broker, and you can round off the trade advice to a nice round number if you like.

If you enter the trade details before you execute with your broker you can edit that trade later from the trade history screen by double clicking the entry. It is probably better to just enter it after you execute so you can enter the exact data of your transaction.

If you are in a hold, as in the above picture, the PCA system will display the next available buy and sell orders based on the settings you are using to manage this position.

You can also use the PCA to "size the trade" by using the what if button on the left side of the current trade advice. This tool will allow you to see what the trade advice will be at any price you enter, without affecting the actual data being used to manage this holding.

 

 

 

 

 

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