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Step by Step Instructions

Set Up Your Portfolio Easily

It's easy to get your first portfolio up and running in no time. Just follow these easy steps.

1. Register an account

Setting up a Treadwell Stanton DuPont account is fast, easy and free. Simply click here to start the registration process, or click on the My Account | Register menu option:

Step 1a

The registration form appears:

Step 1b

It is important to remember that you should receive an account self-activation email within about 5 minutes.

2. Purchase a subscription

When your account is approved, you need to purchase the TSD Monthly Subscription, which is required in order to acquire charts and build a portfolio. You can acquire as many charts as you wish during your monthly membership.

Once you are logged into your account, click on the My Account | Subscription menu option:

Step 2a

You are taken to the Treadwell Stanton DuPont Plans and Pricing page. Click on the Sign Up button to purchase.

Step 2b

You will be taken to the PayPal website to complete your order.

As a TSD Subscriber, you are now able to purchase Prediction Charts by means of two additional menu options that now appear under the My Account | Acquire submenu. Please note you may need to refresh your session:

Step 2c

3. Acquire Prediction Charts

Even though there are two options under the My Account | Acquire submenu as stated above (and which may seem as though you can set up two different portfolios), currently it is only possible to have one single portfolio per account. This portfolio can be viewed segmented by type: US Stocks, Global Stocks, Mutual Funds, ETFs or All Stocks and Funds.

Now consider the following scenario (which will also actually show you how to acquire Prediction Charts):

You head over to the My Account | Acquire | All Stocks and Funds A menu option to build your portfolio:

Step 3a

As its name says, you are taken to the All Stocks and Funds A page:

Step 3b

You select (tick) some US Stocks, Global Stocks, Mutual Funds, ETFs and Other OTC/PNK that will compose your portfolio. You can select a maximum of 50 tickers, or a maximum of 10 tickers per Type on a single go:

Step 3c

On the bottom of the page, you'll find the total purchase cost of your selections. Also notice the Remember portfolio checkbox. You should tick this checkbox so that the platform remembers your portfolio selections next time, and you don't have to reselect everything again, which can be time consuming:

Step 3d

Click the Place Order button to purchase. You will be taken to the PayPal website to complete your order.

So, why are there two options under the My Account | Acquire submenu? As this exercise has shown, there is one reason: If you wish to add charts to your portfolio (and you tick the Remember portfolio checkbox), the platform will remember your latest additions but forget you previous selections. So if you wish to acquire more than 50 tickers, or more than 10 tickers per Type on a single go, by adding charts to your current selection, you risk loosing your previous selections.

Enter All Stocks and Funds B. You can now add an additional 50 tickers (or 10 more tickers per Type) to your portfolio without losing your previous selections. In fact, you can store your new selections independently from your previous selections. In the end, both Prediction Chart selections will be combined into your portfolio, which can now have up to 100 tickers or 20 tickers per Type.

4. View Your Orders

You can review your orders (up to the last 6 months) by clicking here or clicking on the My Account | Account | Orders menu option:

Step 4a

As its name says, you are taken to the Orders page:

Step 4b

Notice the Status and Scope columns. Charts will only show up in your portfolio if they are delivered and in scope, according to the following timeline:

Step 4c

You might need to refresh the page if the Status column is still showing Placed even though you have made payment.

5. View Your Portfolio (Charts)

You can check your Portfolio (Prediction Charts) at any time by clicking on any of the My Account | Portfolio menu options:

Step 5a

Your Portfolio will be displayed segmented by type (US Stocks, Global Stocks, Mutual Funds, ETFs, Other OTC/PNK or All Stocks and Funds) depending on which menu option you selected.

You are taken to your Portfolio (single sample chart shown):

Step 5b

Finally, Prediction Charts can be downloaded by clicking on the Download link underneath each chart.

As can be see on this Step by Step Instruction Guide, in just 5 easy steps you'll be on your way to building your Treadwell Stanton DuPont Portfolio quickly and effortlessly.