We're hearing that some people still have questions about managing their Marketocracy portfolio for Strategy Lab Open. This four part guide should be a valuable resource for helping you learn the ins and outs of managing a Marketocracy portfolio.

Part 1: Trading Basics

How do I look up the symbol for the stock I want to buy?

1. From the top menu, select "my funds" > "make a trade".

2. Under the "make a single trade" header, change the default lookup from "Symbol" to "Name".

3. Enter the first word in the stock name, then click "Quote".

How do I enter trades?

How do I make a quick trade? In the upper right hand corner of most pages on the site, there is a link labeled "quick trade". Click the link, and a popup will appear. This will allow you enter a market buy/sell trade for a single stock in a single fund.

How do I enter a trade via the "Make a Trade" interface? In this example, let's say that you wish to purchase 100 shares of Apple (symbol: AAPL) stock for your "XYZ" fund.

1. From the top menu, select "my funds" > "make a trade".

2. Enter the symbol of the stock you wish to purchase or sell. Click "Quote".

3. The "your holdings" table shows you how much AAPL stock you already own, and how much you would need to own in order for the stock to make up 5% and 25% of your holdings.

4. The "trade this stock" form allows you to enter the number of shares you wish to buy/sell in each of your funds. So in this example, you would enter 100 into the row for your XYZ fund.

5. If want to make it a limit order, check the limit radio button, and enter a limit price.



6. If you want to make it a "good until canceled" (GTC) order, check the GTC radio button.

7. Click Buy (or Sell).

How do I enter a trade via the Buy Wizard?

1. Select "my funds" > [fundname] > "buy wizard" from the top menu.

2. Enter the symbols you wish to buy in the "symbol" column.

3. For each stock, you can specify the amount of stock to buy as: 1) number of shares; 2) percentage of your total fund value you wish to the stock to be; 3) dollar amount.

4. Enter a limit price, if any.

5. Check the "good until canceled" box, if you wish.

6. Check or enter a reason for the purchase ("good news", "earning announcement", etc.) (optional)

7. Click "buy".

How do I enter a trade via the Sell Wizard?

1. Select "my funds" > [fundname] > "sell wizard" from the top menu.

2. Enter the symbols you wish to buy in the "symbol" column.

3. For each stock, you can specify the amount of stock to buy as 1) number of shares 2) percentage of your total fund value you wish to the stock to be 3) dollar amount.

4. Enter a limit price, if any.

5. Check the "good until canceled" box, if you wish.

6. Check or enter a reason for the purchase ("good news", "earning announcement", etc.) (optional)

7. Click "sell".

How do I enter a trade via the bulk trade interface?

1. Select "my funds" > "make a trade" from the top menu.

2. Enter the symbols you wish to buy/sell into the text box under the header "make multiple trades".

3. Click "bulk trading".

4. Select whether you want to buy or sell the shares.

5. Select the fund for each order.

6. Enter the number of shares.

7. Enter the limit price, if any.

8. Select whether you want the order to be a "day order" or a "good until canceled" order.

9. Select a reason for buying/selling the shares. (optional)

10. Click "Execute".

What's the difference between a day order and a GTC order? By default, tickets are set to be "day" orders. This means that the ticket will close at the end of the market day, regardless of whether it has completely filled or not. If you make it a GTC or "good til cancelled" order, the ticket will remain open until it fills or until 30 days has passed, whichever comes first.

What's the difference between a market order and a limit order? By default, trades will fill "at market", which means that the ticket will fill at whatever the current trading price is. You can also set a limit price, if you wish. If it's a buy order, the ticket will only fill when the prices of trades coming across the feed are at or below your limit. If it's a sell order, the ticket will only fill when the prices of trades coming across the feed are at or above your limit.

How can I cancel an open order?

1. Select "my funds" > "make a trade" > "open orders"

2. Find the order you wish to cancel

3. Click the "cancel" link.

4. Confirm the cancellation. It may take a few minutes for the trade to cancel. Any fills up to the point the ticket was cancelled will be credited to your account when the ticket closes.

How can I see my open orders? Closed orders?

To see your open orders:

Select "my funds" > "make a trade" > "open orders"

To see your closed orders:

Select "my funds" > "make a trade" > "recent orders"

How do I bring my fund into compliance?

1) Select myFunds>Overview.

2) Click on 'No" under the rules column for the fund you wish to bring into compliance.

3) Scroll down to 'Your Current Compliance Report Card'.

4) Note the Rule(s) where you are 'Failing' compliance.

5) Scroll down to assess your fund and how you might come into compliance.

a) ...a single stock exceeds 25% of your assets.

Sell off enough of the stock to bring its position size below 25%. If you bought into a position that represented >25% of your assets (as opposed to growing into that size due to stock value appreciation), your effective start date will be reset to the date that you bring your fund into compliance with _all_ of the Marketocracy rules.

b) ...less than half of your portfolio is made of stocks of 5% (or less) of your portfolio assets.

Purchase more stocks that make up less than 5% of your portfolio assets, or sell off some of your stocks with positions over 5% of your funds value.

c) ...your cash position exceeds 35% of your portfolio's assets

Buy more stocks.

d) ...you carry a negative cash balance more than 7 days/quarter.

Sell off some of your stocks to generate cash.