HotScans Portfolios

HotScans Portfolios enable you to save and edit lists of stocks that you want to limit scans to. After saving your portfolio you can quickly run a scan that is limited to only those stocks in your portfolio.

• If you create a pop out window while viewing a portfolio, the pop out will also be a view of your portfolio.
• If you create and save a "favorite" scan while viewing a portfolio, the "favorite" will save the portfolio.
• You can keep a portfolio edit window open to add and remove stocks using the "Apply" button while
you view the portfolio in another HotScans window. (Click "Run Scan" after changing the portfolio to see the changes in the scan.)
• The name of the portfolio being used is displayed in the title in parenthesis before the regular title.

Creating Portfolios

	Click "Select Portfolio" and "Add/Edit Portfolios" from the drop-down in the main HotScans window to open the "Add/Edit Portfolios" page.
	Click the "Create New Portfolio" button.
	Enter a short descriptive name for this portfolio in the "Portfolio Name" text box. This name will show up in the "Select Portfolio" drop-down of the main HotScans page. Enter one or more stock symbols in the "Symbol List" text area. The symbols can be separated with spaces, commas or can be a list copied from a spreadsheet or other source. Click "Finished" to return to HotScans or click "Apply" to save your changes and return to this screen to enter more symbols. If you click "Cancel" you will be returned to HotScans and the changes you made will be discarded.
Using Portfolios Click the "Select Portfolio" drop-down in the main HotScans window and choose the name of the portfolio you wish to scan. Click the "Run Scan" button. You will see the results of the current scan settings on the stocks in your portfolio. Note: if your settings are too restrictive you may not see any stocks in the results table (check your Basic and Advanced Filters.) Select "No Portfolio" from the "Select Portfolio" drop-down to scan all stocks available in HotScans. To see the top 25 stocks in your portfolio sorted by price change: Select No Favorite under favorite scan (should say Select Favorite Scan.) Click the Rallying Now preset on the top of the HotScans page. Select your portfolio. Set all Advanced Filters to Not Filtered. Select all Opening Range Trading Pattern options. Set minimum and maximum prices in Basic filters to appropriate numbers (.1 & 250). Set Vol=0, Avg. Vol.=100, Avg.Rng.=0, Market Cap=All, Exchange=All, and Sectors & Groups=All Sectors & Groups.
Viewing all stocks in your portfolios You can view all stocks in your portfolio in your current time frame by clicking on the "Show portfolio without any filters" link. When you click on this link HotScans will relax all filters that might prevent any of the stocks in your portfolio from showing up in the scan. The scan time period and sort order will remain unchanged.