SmartList is a real time portfolio viewer that allows each subscriber to create one or more portfolios and to define what parameters associated with each symbol should be displayed. During market hours, this list will dynamically update on any change as it occurs in real time.

SmartAlerts is the monitoring service for SmartList. SmartAlerts allows the subscriber to set optional parameters on one, several or all of the symbols of any portfolios managed by SmartList. There are two types of SmartAlerts provided, (Limit Alerts & SoftStop™ Alerts (optional))

Limit Alerts allow the user to set upper and lower price limits for each security in the user’s portfolio.

SoftStop™ Alerts capability is activated by specifying the percentage stop-loss desired, and the original purchase price of the security being monitored. An alert is generated at the end of day when the stop-loss limit is reached.

The SmartList service displays a list view of stocks in a portfolio. The fields associated for a stock includes Last Sale, Net Change, % Change, Previous Close, Number of Shares Held, Cost per Share, Total Profit (Loss), Today’s Profit (Loss). Fields may be added and removed.

Note: only one active SmartList window may be displayed at a time.

Note: A maximum of 10 portfolio lists may be defined.

To access the Menu, Right Click on any row in your portfolio list. The menu displays the following options:

Limit Alerts allow the user to set upper and lower price limits for each security in the user’s portfolio. The limits are set by selecting the Edit button on the entry row. The Preference window is displayed with fields for entering the upper and lower limits.

The “Symbol Field” change text color to green if the upper limit is reached and red if the lower limit is reached.

SoftStop™ Alerts capability is activated by specifying the percentage stop-loss desired, and the original purchase price of the security being monitored. An alert is generated at the end of day when the stop-loss limit is reached.

The service requires that the subscriber specify the Email address (or addresses) where alerts should be sent. This may be a real Email account, the address of a wireless device such as a one-way or two-way pager, text messaging cell phone, Blackberry device, wireless Palm, or similar type of device. The subscriber may further select to have their portfolio Emailed to them each day, at the end of the week, or never. If the portfolio is Emailed, it will contain the current stop-loss point of each security being monitored, based upon the rise in price above the purchase price or the fall below the original price. Regardless of the Emailing of the full portfolio, on the evening after the market closes below a stop-loss point, a SmartAlert is Emailed to the subscriber to indicate that they may wish to put in a market or limit order the next trading day.

The SoftStop™ parameters for all securities are set by selecting the Preference button. The Preference window is displayed with fields for the following:

The SoftStop™ parameters for each securities are set by selecting the Edit button for the security. The Preference window is displayed with fields for the following: