Portfolio & Index – Allows you to search for companies based on trade index and investment portfolio information.  Below are the data point options under the “Portfolio & Index” category. 

 

·         Index

o    Choose from the drop down menu: Any of the United States or International indexes listed

o    The number of companies matching the criterion specified will generate

o    Choose from the drop down menu: AND or OR

o    If you are finished adding data points, click view

o    If you would like to add another data point, choose AND or OR and repeat the above with the new criterion.

·         Portfolios

o    Note: No choice available yet

 

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