WSJ Portfolio

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You can also manually enter your holdings.</p> <a href="https://web.archive.org/web/20150623200349/https://buy.wsj.com/offers/pages/OfferMulti1a?trackCode=aaqienwf" class="control_button btn-cta">Subscribe now to start using Portfolio</a> <p class="cta-sub">Already a subscriber? <a href="javascript:getLoginUrl()">Log in</a>.</p> </div> </div>   <div class="promo-keyvalues"> <ul class="promo-keyvalues-tabs"> <li class="info-overlay-bg"></li> <li> <span class="icon id-tracking"><span class="highlight"></span></span> <h4>Powerful Tracking</h4> <p>Track by your investment goals, beneficiary, institution and more. Mobile-friendly email summaries will be sent daily to keep you in the loop. </p> <div class="info-overlay tracking"></div> </li> <li> <span class="icon id-news"><span class="highlight"></span></span> <h4>Relevant News</h4> <p>News and analysis tailored to your investments will be set alongside your holdings to help you make informed decisions on the fly. </p> <div class="info-overlay news"></div> </li> <li> <span class="icon id-setup"><span class="highlight"></span></span> <h4>Easy Setup</h4> <p>Automatic sync with most major U.S. brokerage firms.</p> <div class="info-overlay setup"></div> </li> <li> <span class="icon id-privacy"><span class="highlight"></span></span> <h4>Privacy and Security</h4> <p>Syncing with your accounts is safe and secure, and your portfolio data will never be shared or made public. Read more detail on privacy and security <a href="javascript:switchTo('privacy', false)">here</a></p>. <div class="info-overlay privacy"></div> </li> </ul> </div>   <div class="promo-keyfeatures"> <h2>Hover Over the Stars to See Key Features</h2> <div class="promo-keyfeatures-ss"> <div class="keyfeatures-hotspot" id="hs-marketTicker"> <a href="javascript:void();" class="hotspot"></a> <div class="keyfeatures-content"> <span class="hotspot-logo"></span> <h2>Market Index Ticker</h2> <p>Get real-time updates on the markets without having to<br/>leave your portfolio.</p> </div> </div> <div class="keyfeatures-hotspot" id="hs-track"> <a href="javascript:void();" class="hotspot"></a> <div class="keyfeatures-content"> <span class="hotspot-logo"></span> <h2>Track by Time Range</h2> <p>Filter your investment data by day, week, month, year<br/>and even purchase date.</p> </div> </div> <div class="keyfeatures-hotspot" id="hs-graphs"> <a href="javascript:void();" class="hotspot"></a> <div class="keyfeatures-content"> <span class="hotspot-logo"></span> <h2>Performance Graphs</h2> <p>We make your metrics come to life so that you can<br/>visualize your next move ahead of the curve. </p> </div> </div> <div class="keyfeatures-hotspot" id="hs-table"> <a href="javascript:void();" class="hotspot"></a> <div class="keyfeatures-content"> <span class="hotspot-logo"></span> <h2>Investment Table</h2> <p>Keeping track of your investments has never been<br/>simpler. We list your holdings and their associated<br/>metrics in one easy-to-read table so the information<br/>you need is always in sight. </p> </div> </div> <div class="keyfeatures-hotspot" id="hs-intelligence"> <a href="javascript:void();" class="hotspot"></a> <div class="keyfeatures-content"> <span class="hotspot-logo"></span> <h2>Investment Intelligence</h2> <p>We’ve taken The Journal’s award-winning business<br/>news and linked it to your investments, giving you<br/>the power to make informed decisions when they<br/>matter most.</p> </div> </div> </div> </div>  <div class="pfmk-footer"> <a href="https://web.archive.org/web/20150623200349/https://buy.wsj.com/offers/pages/OfferMulti1a?trackCode=aaqienwf" class="control_button btn-cta">Subscribe now to start using Portfolio</a> <p class="cta-sub">Already a subscriber? <a href="javascript:getLoginUrl()">Log in</a>.</p> <ul class="la-footer-links"> <li><a href="javascript:switchTo('terms', false)">NextCapital Terms of Use</a></li> <li>|</li> <li><a href="javascript:switchTo('privacy', false)">NextCapital Privacy Policy</a></li> </ul> </div>   <div class="scrimWSJ_overlay" id="agree" style="display: none"> <div class="scrimWSJ_wrapper"> <div class="scrimWSJ_inner"> <div class="scrimWSJ_module pfs-container"> <div class="headerStrap"> <h2>NextCapital Legal Notices</h2> <a href="javascript:closeAgree()" class="closeBtn">Close Button</a> </div> <div class="pfs-module screen-terms-of-use"> <ul class="pfs-navstrap"> <li class="pfs-align-left"><a href="javascript:switchTo('faq', true)" class="pfs-infolink">What more should I know? »</a></li> <li class="pfs-align-right"><span class="pfs-breadcrumb">Step 1 of 7</span></li> </ul> <div class="pfs-whitebox"> <div class="pfs-whitebox-inner"> <p>Portfolio, provided by NextCapital, aggregates financial information from your brokerage accounts and provides news content related to your investments. In order to provide this service, NextCapital must share your financial information with Dow Jones. By signing up to use Portfolio, you authorize NextCapital to share information relating to you with Dow Jones, and you acknowledge that you have read and agreed to the Portfolio <a href="javascript:switchTo('privacy',true)">privacy policy</a> and <a href="javascript:switchTo('terms',true)">terms and conditions</a>.</p> </div> </div> <div class="pfs-module-buttons"> <a href="javascript:doneAgree()" class="pfs-button-submit">I Agree</a> </div> </div> </div> </div> </div> </div>  <div class="scrimWSJ_overlay" id="faq" style="display: none"> <div class="scrimWSJ_wrapper"> <div class="scrimWSJ_inner"> <div class="scrimWSJ_module pfs-container"> <div class="headerStrap"> <h2>Frequently Asked Questions</h2> <a href="javascript:closeAgree()" class="closeBtn">Close Button</a> </div> <div class="pfs-module screen-faq"> <ul class="pfs-navstrap"> <li class="pfs-align-left"><a href="javascript:switchTo('agree')" class="pfs-backlink">Back</a></li> </ul> <div class="pfs-whitebox"> <div class="pfs-whitebox-inner"> <h3>Q: What is the new portfolio?</h3> <p>A: The new portfolio tool will sync with your existing, real brokerage accounts and automatically pull that information into a single interface. You can see extensive, current and historical performance data for your holdings, either combined or by individual account or holding. You can label and organize your accounts by type or your investment goals. You’ll also see relevant news headlines about your positions, with special flags denoting the most important news affecting your portfolio.</p> <h3>Q: Is there any fee for this?</h3> <p>A: You must be a subscriber or a registered user to the Wall Street Journal. You will use the same online credentials for portfolio as for your Wall Street Journal account. You will, however, be able to log out of portfolio without logging out of wsj.com. </p> <h3>Q: How do I get access to my brokerage accounts?</h3> <p>A: When you first sign up, you’ll be asked to select your brokerage institution and enter your user credentials for that institution. The system then syncs with that brokerage and shows all of the accounts you have, with your positions. You can check your data and categorize your accounts, and repeat the process for additional institutions or accounts.</p> <h3>Q: Is the system secure?</h3> <p>A: Yes. The system is powered by a company – NextCapital Inc. -- that since 1997 has been providing similar functionality for other financial institutions. Your brokerage credentials are encrypted and never stored or shared. </p> <h3>Q: Where do I view my portfolio?</h3> <p>A: Your portfolio data will be viewable on special pages at wsj.com. To see them, you must be logged in as a susubscriber or a registered user *and* you will be prompted to re-enter your password to view them. Note that your portfolio credentials and your WSJ subscription credentials are the same. </p> <h3>Q: Does this tool work for all brokerages?</h3> <p>A: The system supports the majority of significant brokerages. If you happen to have accounts not supported by the system, you can manually enter those accounts and holdings into the tool. </p> <h3>Q: What if there is a mistake in my account data?</h3> <p>A: Remember, there is no problem with your core account at your financial institution. But if the data reflected in the portfolio tool differs from your actual holdings, customer service help is available. Usually, the differences will result from differences in your cost basis, which can be adjusted manually after your new portfolio has been created. Similarly, some total return calculations might differ slightly from those at your individual institutions, because of variations in how those calculations are made. </p> <h3>Q: What kinds of assets are included?</h3> <p>A: Stocks, ETFs and mutual funds. At a future date, the system will support bonds and other asset classes.</p> <h3>Q: How often is holdings data updated?</h3> <p>A: It depends on the asset. Stocks and ETF prices are updated intraday. Mutual funds update after the market closes. If you make trades or other changes to your brokerage accounts, those changes should be reflected within 24 hours. </p> <h3>Q: Is the Wall Street Journal accessing or making use of any of my portfolio information? </h3> <p>A: Information on your holdings is securely stored by NextCapital, so it can provide updated prices and performance calculations. In order to provide news that is tailored to your portfolio, holdings information will be temporarily passed to Wall Street Journal Digital Network computers. It will not be stored. Your information will not be used by the Wall Street Journal for ad targeting. For a full explanation of NextCapital' privacy and data policies, click <a href="javascript:switchTo('privacy', true)">here</a>. </p> <h3>Q: What about my existing watchlist or portfolio on wsj.com?</h3> <p>A: For the moment, those will continue to exist, and will not be connected to your new portfolio with real account data. </p> <h3>Q: What browsers are supported within Portfolio?</h3> <p>A: Portfolio is supported in Internet Explorer 9 and above, as well as within Chrome, Firefox and Safari. We will be supporting IE8 in the near future.</p> </div> </div> </div> </div> </div> </div> </div>  <div class="scrimWSJ_overlay" id="privacy" style="display: none"> <div class="scrimWSJ_wrapper"> <div class="scrimWSJ_inner"> <div class="scrimWSJ_module pfs-container"> <div class="headerStrap"> <h2>NextCapital Privacy Policy</h2> <a href="javascript:closeAgree()" class="closeBtn">Close Button</a> </div> <div class="pfs-module screen-disclosures"> <ul class="pfs-navstrap"> <li class="pfs-align-left"><a href="javascript:switchTo('agree')" class="pfs-backlink">Back</a></li> </ul> <div class="pfs-whitebox"> <div class="pfs-whitebox-inner"> <h2>WHAT DOES <span class="likeAssets">NextCapital</span> DO WITH YOUR PERSONAL INFORMATION?</h2> <table class="pfs-privacy-table"> <tbody> <tr> <td width="25%"> <h4>Why?</h4> </td> <td width="75%"> <p>Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.</p> </td> </tr> <tr> <td> <h4>What?</h4> </td> <td> <p>The types of personal information we collect and share depend on the product or service you have with us. This information can include:</p> <ul> <li>Social Security number</li> <li>account balances and account transactions</li> <li>purchase history and transaction history</li> <li>investment history and retirement assets</li> </ul> <p>When you are no longer our customer, we continue to share your information as described in this notice.</p> </td> </tr> <tr> <td> <h4>How?</h4> </td> <td> <p>All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons <strong>NextCapital</strong> chooses to share; and whether you can limit this sharing.</p> </td> </tr> </tbody> </table> <table class="pfs-privacy-table"> <tbody> <tr> <th width="50%"><h3>Reasons we can share your personal information</h3></th> <th width="25%"><h3>Does NextCapital share?</h3></th> <th width="25%"><h3>Can you limit this sharing?</h3></th> </tr> <tr> <td><p><strong>For our everyday business purposes</strong>—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus</p></td> <td><h6>Yes</h6></td> <td><h6>No</h6></td> </tr> <tr> <td><p><strong>For our marketing purposes</strong>—to offer our products and services to you</p></td> <td><h6>No</h6></td> <td><h7>We don't share</h7></td> </tr> <tr> <td><p><strong>For joint marketing with other financial companies</strong></p></td> <td><h6>No</h6></td> <td><h7>We don't share</h7></td> </tr> <tr> <td><p><strong>For our affiliates' everyday business purposes</strong>—information about your transactions and experiences</p></td> <td><h6>No</h6></td> <td><h7>We don't share</h7></td> </tr> <tr> <td><p><strong>For our affiliates’ everyday business purposes</strong>—information about your creditworthiness</p></td> <td><h6>No</h6></td> <td><h7>We don't share</h7></td> </tr> <tr> <td><p><strong>For affiliates to market to you</strong></p></td> <td><h6>No</h6></td> <td><h7>We don't share</h7></td> </tr> <tr> <td><p><strong>For nonaffiliates to market to you</strong></p></td> <td><h6>No</h6></td> <td><h7>We don't share</h7></td> </tr> <tr> <td colspan="3"><h3>Questions? <small>Go to <a href="https://web.archive.org/web/20150623200349/https://www.nextcapital.com/faq" target="_blank">www.nextcapital.com/faq</a></small></h3></td> </tr> </tbody> </table> <table class="pfs-privacy-table align-top"> <tbody> <tr> <th colspan="2"><h3>Who we are</h3></th> </tr> <tr> <td width="40%"><h5>Who is providing this notice?</h5></td> <td width="60%"><p>This notice is provided by <strong>NextCapital</strong> with respect to your <strong>NextCapital</strong> account. </p></td> </tr> <tr> <th colspan="2"><h3>What we do</h3></th> </tr> <tr> <td> <h5>How does NextCapital protect my personal information?</h5> </td> <td> <p>To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.</p> </td> </tr> <tr> <td> <h5>How does NextCapital collect my personal information?</h5> </td> <td> <p>We collect your personal information, for example, when you</p> <ul> <li>open an account or provide account information</li> <li>give us your contact information or tell us about your investment or retirement portfolio</li> <li>tell us about your investment or retirement earnings</li> </ul> <p>We also collect your personal information from other companies.</p> </td> </tr> <tr> <td> <h5>Why can’t I limit all sharing?</h5> </td> <td> <p>Federal law gives you the right to limit only</p> <ul> <li>sharing for affiliates’ everyday business purposes—information about your creditworthiness</li> <li>affiliates from using your information to market to you</li> <li>sharing for nonaffiliates to market to you</li> </ul> <p>State laws and individual companies may give you additional rights to limit sharing.</p> </td> </tr> <tr> <th colspan="2"><h3>Definitions</h3></th> </tr> <tr> <td> <h5>Affiliates</h5> </td> <td> <p>Companies related by common ownership or control. They can be financial and nonfinancial companies.</p> <ul> <li><em>NextCapital</em> does not share with our affiliates.</li> </ul> </td> </tr> <tr> <td> <h5>Nonaffiliates</h5> </td> <td> <p>Companies not related by common ownership or control. They can be financial and nonfinancial companies.</p> <ul> <li><em>NextCapital</em> does not share with nonaffiliates so they can market to you.</li> </ul> </td> </tr> <tr> <td> <h5>Joint marketing</h5> </td> <td> <p>A formal agreement between nonaffiliated financial companies that together market financial products or services to you.</p> <ul> <li><em>NextCapital</em> doesn’t jointly market. </li> </ul> </td> </tr> </tbody> </table> </div> </div> </div> </div> </div> </div> </div>  <div class="scrimWSJ_overlay" id="terms" style="display: none"> <div class="scrimWSJ_wrapper"> <div class="scrimWSJ_inner"> <div class="scrimWSJ_module pfs-container"> <div class="headerStrap"> <h2>NextCapital Terms of Use</h2> <a href="javascript:closeAgree()" class="closeBtn">Close Button</a> </div> <div class="pfs-module screen-disclosures"> <ul class="pfs-navstrap"> <li class="pfs-align-left"><a href="javascript:switchTo('agree')" class="pfs-backlink">Back</a></li> </ul> <div class="pfs-whitebox"> <div class="pfs-whitebox-inner"> <p>PLEASE SCROLL DOWN AND READ THE TERMS OF USE BELOW.</p> <p>These Terms of Use govern your use of the portfolio services from NextCapital ("Service"), which is a service that is made available to WSJ.com subscribers or registered users under an agreement between NextCapital and Dow Jones & Company, Inc. If you agree to be bound by these Terms of Use, you should click “I Agree” where indicated when you sign up for this Service. If you do not agree to be bound by these Terms of Use, you should not click “I Agree” but you will not be able to proceed with signing up for this Service or use this Service. </p> <p>We may change these Terms of Use at any time by notifying you of the change in writing or electronically (including without limitation, by email or by posting a notice on this Service that the terms have been "updated" or similar words). The changes also will appear in this document, which you can access at any time by clicking on the Terms of Use link at the footer of this Service. You indicate your agreement to be bound by such changes by using this Service after changes are made to this Agreement. </p> <p>The information contained in this Service is for general information and educational purposes only. Although this Service may provide information relating to investment approaches, you should not construe any such information or the features, tools or other content available through this Service as legal, tax, investment, financial or other advice. No information generated by this Service or content on this Service constitutes a solicitation, recommendation, endorsement, or offer with respect to any securities or other financial instruments. You assume the sole responsibility of evaluating the merits and risks associated with the use of any information on this Service before making any decisions.</p> <p>The Service may not be used for the purposes of creating a similar or competing service whether by the use of a test harness, reverse engineering or any other means.</p> <p>The financial information utilized by this Service is historical in nature. Historical financial information should not be considered to be a guarantee of future financial results. 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We reserve the right to terminate or restrict your access to a Service for any reason, including for example, if your use of the Service may violate any laws, regulations or rulings, infringe upon another person's rights or violate these Terms of Use. </p> <p>Through this Service you are able to link to other websites which are not under the control of NextCapital. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them.</p> <p>These Terms of Use contain the final and entire agreement between us regarding your use of this Service and supersedes all previous and contemporaneous oral or written agreements regarding your use of this Service. We may discontinue or change this Service or its availability to you at any time. You expressly agree that Dow Jones & Company, Inc. and its affiliates are third party beneficiaries of these Terms of Use.</p> <p>If you have a problem or dispute regarding this Service or these Terms of Use, you may contact us by e-mail at <a href="https://web.archive.org/web/20150623200349/mailto:support@nextcapital.com">support@nextcapital.com</a>.</p> </div> </div> </div> </div> </div> </div> </div> </div>   <div class="pagewide"> <div id="footer"> <div id="slice" class="hslice" style="display:none;"> <div class="entry-title">WSJ Web Slice</div> <div class="entry-content">CONTENT</div> <a rel="entry-content" href="https://web.archive.org/web/20150623200349/http://ie8.smoothfusion.com/WallStreetJournal/view.aspx">LINKS TO ACTUAL PAGE CONTAINING WEB SLICE FUNCTIONALITY.</a> <a rel="bookmark" target="_blank" href="https://web.archive.org/web/20150623200349/http://online.wsj.com/"></a> <span class="ttl" style="display: none;">15</span> </div> <div id="footerWrapper" 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