Steve is a young, single, working professional. He doesn't have a lot of time to manage his
investments, but he's continually on the lookout for ways to improve his portfolio.
Steve is intrigued by two stock ideas he hears on the popular TV show Mad Monkey. AAPL and MSFT.
STEP 1: ENTER PORTFOLIO
Steve imports his existing portfolio. (He could also add tickers and share info manually).
STEP 2: SELECT STOCK IDEAS
Steve enters AAPL and MSFT under Compare Stocks' Impact on Portfolio to see how
adding each of those stocks is expected to impact his portfolio.
STEP 3: ASSESS PORTFOLIO "FIT"
Steve is willing to assume more risk in exchange for higher return potential and decides
to add AAPL to his Watchlist.
STEP 4: DISCOVER MORE IDEAS
Steve also wants to identify new investment ideas customized for his portfolio. He uses the Discover
function to find uncorrelated stocks to add to his portfolio. He filters his search to include only
small-cap and growth stocks. After more research he is now ready to invest.