Learn Online Investing Tutorial - Learning to Trade Stocks

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With this Learn Online Investing tutorial you will learn:

Lesson One

Lesson Two

Lesson Three

Section 1 - Introduction
	Differences between online investing and going to a broker
		Convenience
		No appointments
		No wait for callbacks
		Account access
		Make changes anytime
		No professional guidance
	Online tools
		Professional advice
		Stock and bond ratings
		Investing guidelines
	Reduce costs of online investing
	Shop for best deals
	Security
		Data encryption
Section 2 - Choosing an Online Brokerage
	Web site ease and appeal
	Security
	Protection
	Service
	Size of investment
	Fees
	Home page
	NASD^® - National Association of Securities Dealers
	SIPC^® - Securities Investor Protection Corporation
	Protection of accounts
	Insurance
	SEC - Securities and Exchange Commission
	NASD web site
	Security
		Data encryption
	Customer service
		E-mail
			Instant message
		Telephone
		24 hour
			Execute trade immediately
	Fast trade execution
	Independent research
	Proprietary funds defined
	Minimum funding
	Commission policy
	Flat fee vs. commission fee
Section 3 - Opening an Online Account
	Items needed to open online investing account
		Personal and bank information
	Home page
	Tabs
	Online Investing Account types
		Standard
			Individual
			Joint
		Retirement
			IRA
			Roth IRA
		Education
			Custodial
			College savings account
			529 College fund
		Specialty
	Regulations for IRA contributions
	Funding the account
	Account minimums
	Account profiles
	Cash account defined
	Cash and margin account defined
	Cash, margin, and options account defined
	Pop-up glossary
	Options defined
	Privacy statement
	Statements
	Specialty affiliations
	Net worth calculations
	Liquid net worth calculations
	PIN
	User ID
	Passwords
		Password requirements
	Secret question
	Terms and Conditions agreement
	IRS form
	W9 form
	Application
	Electronic signature
Section 4 - Funding an Online Account
	Electronic funding
	Personal bank account information
	External funds transfer defined
	Internal funds transfer defined
	Mail a check
	Wire transfer
	Deposit stock certificate
		Guidelines to depositioning stock certificate
	Rollover IRA
	Transfer IRA
	Convert IRA to a Roth
	Traditional IRA defined
	Roth IRA defined
	Taxes on IRA accounts
	Taxes on Roth IRA accounts
	IRA caps
Section 5 - Exploring the Account Page
	Log into account
	Start page
	Home page
	Account balance section
	Positions listed
	Positions defined
	Indices listed
	Indices defined
		Dow^® defined
		NASDAQ^® defined
		S&P 500^® defined
	Large cap stock defined
	Market capitalizations
	Small cap stock defined
	OTC defined
	New York Stock Exchange^®
	Share of stock defined
	Common stock defined
	Preferred stock defined
	Dividend defined
	Reinvest dividends
	Quote defined
	Market price
	SnapTicket^® defined
	Instant quote
	Stock symbols defined
	Symbol lookup
	Get quotes
	Stock quotes delayed
	Real-time quotes
	My profile
	Sign agreements
	Professional clients
	OPRA defined
	Options Price Reporting Authority
	Disclosure agreements
	Electronically sign agreement
Section 6 - Purchasing a Stock
	Trade tab
	Online stock trading page
	Check stock price online
	Ask price defined
	Bid price defined
	Last defined
	Order type
	Limit order defined
	Market order defined
	Stop limit order defined
	Place a market order
	Review order time limit
	Express trading defined
	My Profile page
	Estimate of proceeds
	Market fluctuations
	Place Order button
	Cancel Order button
	Refresh button
	Order status section
	Open orders defined
	Reasons for open order
	Trade confirmations needed for tax time
	Print a trade confirmation
Section 7 - Selling a Stock
	Buy market order defined
	Short selling
	Trade tab
	Sell a stock online
	Limit order defined
	Expiration option on limit orders
	GTC defined
	Trigger price defined
	Default cancellation
	Special instruction
	AON - All or None defined
	FOK - Fill or Kill defined
	Routing of order defined
	Order Status page
	Trade tab
	Stop market order defined
	Stop limit order defined
	Trailing stop orders defined
	Day traders defined

Section 1 - Introduction
Section 2 - Home Page Navigation
	SnapTicket^®
	Refresh information
	Stock tab
	Options tab
	Placing basic order
	Place rapid order
	Minimizing SnapTicket
	Customized home page
	Add indices to home page
	Add News section to home page
	Shortcut box on the home page
	Client services tab
	Find a local branch office
	Branch locator
	Client services representative
Section 3 - Setting Up a Custom Watch List
	Watch list defined
	Tracking tool
	Hold a position in a stock defined
	Equity position defined
	Long position defined
	Short position defined
	Custom watch lists
	Create a watch list
	Add stock to a watch list
	Name a watch list
	Reorder rows on a watch list
	Add indices to watch list
	Edit watch list
	Change default watch list
Section 4 - Exploring a Stock Page
	Historical price charts on a stock page
	52-week high and low prices on a stock page
	Daily high and low prices on a stock page
	Stock quote page defined
	Volume of shares on a stock page
	Dividend yield on a stock page
	Dividends defined
	Dividend yield defined
	Dividend yield calculation
	Dividend payment in cash
	Dividend payment reinvestment in stock
	Double taxation defined
	Double taxation on dividends
	IRA dividends
	P/E ratio defined
	Valuation ratios
	Price per earning ratio
	P/E ratios calculations
	Overvalued stocks
	Undervalued stocks
	Comparing P/E in same industry
	Comparing P/E to historical data
	Negative P/E ratio
	Changing chart dates
	Option chain
	Pricing chart
	OHLC defined
	Setting upper and lower indicators
	Stock screener
	Historical Quote and Splits tool
	Stock splits defined
Section 5 - Stock Research
	S&P stock report
	S&P recommendations
	Target price
	Industry section
	Revenue and earnings data
	Earnings per share report
	E=Expected earnings
	Risk assessment tools
	Market Edge Second Opinions
	VP disclaimer
	Specialized analysts on staff at brokerages
	Jaywalk Consensus
	Real-time tools
	Streaming news
	Level II tools
	QuoteScope^TM tools
Section 6 - Researching Mutual Funds
	Mutual funds defined
	Service fees for mutual funds
	Fund families funds
	Fund objectives
	Blended funds
	Load funds defined
	No load funds defined
	NTF defined
	Life cycles funds defined
	Searching for a mutual fund family
	Diversification defined
	Mutual Fund Screener
	Performance history
	Minimum investment to purchase fund
	Sorting mutual funds
	Performance page of mutual funds
	Right of accumulation defined
	Front load funds defined
	Funds holdings
	Morningstar^®
	Redemption fees defined
	Prospectus defined
	Necessity of reading prospectus
	Long-term performance of funds
	Instant X-Ray portfolio analysis tool
Section 7 - Purchasing Mutual Funds
	Purchase a mutual fund
	Distribution options for profits
		Reinvesting back into funds
		Cash
	Partial shares
	Profits cashed out
	VP disclaimer
	Buys and sells of mutual funds executed once a day
	NAV defined
	Recurrent purchases defined
	DCA defined
	Systematic investing defined
	Check statement
	Edit delivery method of statements
	Print preview of statement
	Print statement
	Focus on total returns, not share prices

Section 1 - Introduction
	VP disclaimer
	Logging in
Section 2 - Trade Tab
	Navigational tabs
	Trade tab
	Order Status tab
	Reasons for open orders
	Viewing all open orders
	Fixed income investment
	Saved orders defined
	Multiple trades of the same security
	Setting up a save order
	GTC expiration from saved orders
	GTC defined
	Save for later button
	Trade Triggers^TM defined
	Reasons to use Trade Triggers
	Notification of Trade Triggers
	Setting a Trade Trigger
	Specifying market conditions for a Trade Trigger
	Percentage change alert for Trade Trigger
	Trigger an alert
	Trigger an order
Section 3 - Portfolio and Accounts Tab
	Portfolio tab
	Balances and Positions tab
	Snapshot of account
	Account balances option
		Other balances option
		Funds available for trading option
	Watch List tab
	History and Statements tab
		Transaction tab
		Statements tab
		Confirmations tab
		Tax Center tab
			1099 tax form
			Blank tax forms
		Electronic statement
	Deposits and Withdrawals tab
		Create transaction
		Pending requests
		Bank setup
		Cash Management tab
		My Profile tab
	Combined Accounts tab
	GainsKeeper^® subscription
	Electronic transfer
	APEX^TM program
	Set up banking information
	Set up electronic funds transfers
	Checking account fees
	Customize our home page
	Change personal profiles
	Setting shortcuts
	MarketEdge^® Daily
	MarketEdge Daily Plus
	Advanced Analyzer subscription
Section 4 - Research and Ideas Tab
	Research tab
	Fundamental analysis defined
		Whole picture look at a stock
	Technical analysis defined
		Based on patterns of price movement
	Market overview
		Earnings analysis
		Estimate trends
		Estimate range summary
	Valuation ratios
	Balance sheets
	Mutual Funds research
	Third-party research
	Instant X-Ray^SM
	Mutual Fund Screener
	ETFs defined
	ETFs Screener
	Bonds and CDs
		Fixed income investments
		Rate changes
	Alerts by e-mail, phone, pager
		Change in consensus earnings estimate
		Earning alert
		Stock splits
		Portfolio updates
	Set up alerts
	Set up individual alerts
	Customize charts
	Indicators defined
	Upper indicators
	Lower indicators
	Moving average defined
	Bar charts
	Candlestick charts
	Bollinger Bands charts
	Bollinger Bands defined
	Relative Strength Index defined
	RSI defined
	DMI defined
	Directional Movement Index defined
	VP Disclaimer
	Market Huddle
	Event Manager
Section 5 - Trading Tools and Streamer Suite^TM
	Advanced Trading tool
	Streamer Suite^TM
	Up-to-the-minute trading information
	Real-time trading information
	Make changes to stock through Streamer Suite
	Real-time charts
	Last sale data
	Up to the minute reports
	Streaming news
	Level II options of Streamer^®
	Installing Java^®
	Help Center
	QuoteScope^TM
	Installing QuoteScope
	Rapid order entry defined
	Watch lists
	Options toolbar
	Streamer settings
	Change Streamer settings
	Create new watch list in Streamer
	Create alerts
	Add fields to the Streamer
	Change font size of Streamer
	Change color of Streamer
	Collapse toggle
	Order Status icon in Streamer
	Balance and Positions icon in Streamer
	Streamer charts
	Changing time period of charts in Streamer
	Change chart style
		OHLC
		Candlestick
		Line
	Upper indicators in charts in Streamer
	Lower indicators in charts in Streamer
	Real-time Streaming news
	Subscription services for Streaming news
	Actives stock in the Streamer
	Most Active icon in Streamer
	Last sale data in Streamer
	Level I in Streamer
	Level II in Streamer
	Depth chart in Streamer
	QuickLaunch defined
	QuickLaunch options
	Command Center defined
	Command Center subscription
	Trade ticket in Command Center
	QuoteScope defined
	Liquidity charts in QuoteScope
	QuoteScope subscription
	QuoteScope analysis
	Placing orders in QuoteScope
	Price bands in QuoteScope
	Stopping price bands in QuoteScope
	All Tools tab
	Market Motion Detector
	Advanced Analyzer tool
	Advanced Analyzer subscription
Section 6 - Other Investments
	ETFs defined
	Exchange Traded Funds (ETF)
	ETF designed to be traded throughout a single day
		ETF management fees
		Low trading costs
		No front-end or back-end loads
	Capital gains
	ETF
		Broad based
		Industry sector
		International sector
	Options defined
	Additional application to trade options
	Long the option defined
	Call options defined
	Put options defined
	Short the option defined
	Exercise an option defined
	SnapTicket shortcut
	Covered call
	Spread defined
	Straddle defined
	Strangle defined
	Risks of options
	VP disclaimer
	Margins
	Option chain defined
	Filter data
	Equity requirements for margins
	50% equity position
	Day traders
	Margin call defined
	Short selling defined
	Patterned day trader
Section 7 - Planning and Retirement
	Planning tools
	Portfolio guidance
	Retirement tools
	Net worth calculator
	IRA rollover information
	Retirement calculator
	Glossary of terms
	College planning calculators
	Taxes calculator for after-tax profits
	After-tax profits calculation
	Small business calculators
	Advisor reference

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