Download USING TOOLKIT 6

Data Triggers
Toolkit provides an automatic reminder that lets you know when the
data for any company is due. You may set the number of days following the end of the fiscal year and quarters by accessing the Preferences and clicking on its Thresholds tab to enter your choices under
Data Triggers:
Set your data triggers for at
least 60 days beyond the
end of the quarter and 105
days beyond the year end to
allow ten days after reporting for processing. Entering
triggers larger than that
may prevent your being
alerted to update your data prematurely; but, if you’re intent on
checking your portfolio as soon as possible after the data is reported,
don’t extend that period much beyond the recommendations.
Here, you may decide when price
data becomes stale and be notified
of that as well. Toolkit 6 keeps
track of the dates when the quarters and fiscal year’s end; and,
when that date has passed, will notify you in the “Requires Attention”
section on your Home Page that
there are companies whose data is
due to be reported.
Home Page
Clicking on “Update Data” in the “Requires Attention” box will display
those companies whose data should be available and you may elect to
update any company individually or all of them at once.
Although defense has nothing to do with the price of the stock, you
might as well click on “Update Prices” while you’re at it. This will up166
Toolkit 6