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Globe Portfolio

Frequently Asked Questions
Your Fundlist

How does the Fundlist work? How do I add funds and indexes to my Fundlist?

One of our most convenient features is the ability to set up a list of funds and indexes that interest you personally. These can be funds that you own or just funds that you are interested in following.

Instructions For Setting Up and Updating A Fundlist

1. Select Create/Update Fundlist from the home page. This takes you to a screen where there is an option labelled Adding a fund to your Fundlist.

2. Select one of the fund companies from the pull-down list, and click Next.

3. On the next screen, you select the fund you want to add to your Fundlist from the pull-down list, and click Add to Fundlist.

If you want to add another fund from the same company, select another fund from the pull-down list and click Add to Fundlist.

To add a fund from another fund company, click Select another fund company, and repeat steps 2 and 3.

Another Way…

Another way to add funds to your Fundlist is through the Fund Report. On a Fund Report, there is a column on the left side of the report that has a checkbox. If there is a check in the checkbox, it means the fund is part of your Fundlist.

To add a fund to your Fundlist, click in the checkbox to add a checkmark and then click Update Fundlist (a button found both at the top and bottom of the report). You must click Update Fundlist before scrolling to the next or previous page of the report.

Adding an Index to Your Fundlist

  1. Select Update Fundlist from the home page. This takes you to a screen where there is an option labelled Adding an Index to your Fundlist.
  2. Select one of the indexes from the pull-down list, and click Add an Index to Fundlist.

Deleting A Fund From Your Fundlist

1. If you have a Fundlist, and you want to delete one or more of the funds in the list, select Create/Update Fundlist from the home page. This takes you to a screen where there is an option labelled Deleting a fund from Your Fundlist.

2. Select the fund you want to delete from the pull-down list, and click Delete from Fundlist. Repeat this step to delete another fund from your Fundlist.

Another Way…

Another way to delete funds from your Fundlist is through the Fund Report. On a Fund Report, there is a column on the left side of the report that has a checkbox. If there is a check in the checkbox, it means the fund is part of your Fundlist.

To delete a fund from your Fundlist, click in the checkbox to remove a checkmark, and click Update Fundlist before scrolling to the next or previous page of the report.

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I've lost my personal fundlist. Can you tell me why?

This site uses Web browser "cookie" technology to link your particular PC to the list of funds you define. It does so by placing a unique number in the cookie file on your PC the first time you start a fundlist. The list of funds you define is stored on our host server along with this unique number. Every time you make reference to your fundlist (e.g., for a fund report, or to update the list), the browser passes the unique number to the host so that we know who you are. That is not to say we know your name, just that we know which PC you are using.

This setup has a few obvious consequences:

  1. If the cookie file disappears from your PC, the link between your PC and the list of funds we have stored for you is lost and can not be recovered
  2. Your fundlist can only be used via the PC on which it was defined

MSN Explorer users, please note: MSN Explorer users have reported that they are unable to maintain a Fundlist. We have confirmed that a problem exists and that it is related to the way MSN Explorer reads and saves cookie files. We have reported the problem to Microsoft and it is being investigated. MSN Explorer is currently intended only for U.S. residents and technical support for it is limited. We recommend that our viewers use Microsoft Internet Explorer instead of MSN Explorer until a fully-supported version becomes available.

In the case of Netscape, all cookies are stored in a single file called"cookies.txt". This file is usually stored in the Netscape subdirectory. For example in the case of Windows 95, it could be stored as C:\ProgramFiles\Netscape\cookies.txt.

If you are using Netscape Profiles, please ensure that you login under the profile you created the list with, otherwise the cookie file will not be found.

In the case of Microsoft’s Internet Explorer, there is a single cookie file for each service you visit that uses cookies. The fundlist cookie file is called "globefunddb_theglobeandmail.txt". For Windows 95, it is usually stored as C:\Windows\Cookies\globefunddb_theglobeandmail.txt. This same file is linked to C:\Windows\Temporary InternetFiles\globefunddb_theglobeandmail. Deleting the file in one place deletes it in the other place.

Listed below are the issues and solutions in regards to the fundlist:

1. Your browser must be configured to accept cookies (this is the default for browsers). If you have your browser set to warn you when a cookie file is sent, you must accept it in order to set up a fundlist.

2. Do NOT use Windows Explorer to erase temporary Internet files. Deleting temporary Internet files with Windows Explorer erases the cookie file. Instead, use your browser directly, following the steps below that apply in your particular case.

  • Internet Explorer 5.0: Tools | Internet Options | Delete Files
  • Internet Explorer 4.0: View | Internet Options | Delete Files
  • Internet Explorer 3.0: View | Options | Advanced | Settings | Empty Folder
  • Netscape 4.x: Edit | Preferences | Clear History
  • Netscape 3.0: Options | Network Preferences | Cache | Clear Disk Cache Now

3. If you shut down your computer without first exiting your Web browser (Netscape or Internet Explorer), the "cookie" file we send is lost since it remains in cache until the Web browser is properly closed. Only when you exit the Web browser does the cookie file actually get written to your hard disk.

4. You must use the same Web browser to access your fundlist as you used to create it. For example, if you use both Netscape and Internet Explorer, you cannot access a fundlist set up in Netscape if you are using Internet Explorer.

5. If you upgrade to a new browser (for example: Nestcape 3.0 to Netscape 4.04) and install the new browser in a new directory, you can no longer access your fundlist with the new browser. You will need to re-enter your fundlist using the new browser.

6. If you are running your Web browser from a network drive in your office, you may not be able to "write" cookies to the network drive, which would result in the fundlist working the first time you set it up but not subsequent times.

7. Your computer's system date/year must be current.

8. You must be using the more recent versions of Netscape or Internet Explorer Web browsers. You can download the latest version of Netscape at:

http://www.netscape.com/download/

You can download the latest version of Internet Explorer at:

http://www.microsoft.com/ie/download/

9. Virus detecting software can delete the cookie file if it has been selected to clean out cookie files upon each start of your computer. You must de-select this option.

10. Your cookie file must not be read-only.

Netscape users: In Windows Explorer, open the folder where your cookies.txt resides. This is usually the C:\Program Files\Netscape folder. Click with your right mouse button on the cookie.txt file. Click Properties. Make sure the box beside Read-Only is not checked.

Internet Explorer users: In Windows Explorer:

  1. Click with your right mouse button on the c:\Windows\Temporary Internet Files folder. Click Properties. Make sure the box beside Read-Only is not checked.
  2. Click with your right mouse button on the c:\Windows\Cookies folder. Click Properties. Make sure the box beside Read-Only is not checked.
  3. Open the c:\Windows\Cookies folder. Click with your right mouse button on the globefunddb_theglobeandmail.txt file. Click Properties. Make sure the box beside Read-Only is not checked.
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Is there a way to ensure my fundlist will not be lost?

The information for your fundlist is stored in a cookie file on your computer. There are a number of reasons you can lose your fundlist - deleting temporary internet files, upgrading software or changing Web browsers, using anti-virus software.

You can set up a fundlist using Globe Portfolio - this way the information for your fundlist is stored on our computers and will not be lost when you make changes to your computer system. Follow these steps:

  1. Click Portfolio on the green bar at the top of any globefund.com page. The User Login for Globe Portfolio screen appears.
  2. Click the New User Registration button. The User Registration screen appears.
  3. Fill in the registration form and click the Submit Registration button at the bottom.
  4. You will be prompted to enter a name for your portfolio. You can name it Fundlist if you like.
  5. Choose to Add Funds to your portfolio.
  6. You will be prompted to select a fund company and to choose the fund you wish to add to your portfolio. Next, you will be asked to enter the number of units owned. If you do not wish to track the number of units owned, click Portfolio Menu to return to the main page.
  7. Select Funds - Add New Funds to add additional funds to your portfolio.
  8. Click Portfolio on the globefund.com toolbar at the top of the screen to return to the Globe Portfolio main page.
  9. Under the Reports & Charts heading, click Fund Report. A report identical to the Fundlist report will be shown for the funds you have added to your portfolio.

Setting up your fundlist this way means that currently you cannot add indexes to your portfolio.

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When I print my fund report, the fund names won't print. Is there a setting I can change on my Web browser or printer?

In Internet Explorer: Click View | Internet Options... | On the General tab, click Colors... | Check to make sure Visited links are purple and Unvisited links are bright blue | Click OK | On the General tab, click Accessibility... | Click the box beside Ignore colors specified on Web pages to leave a mark. | Click OK | Click OK

In Netscape 4.0: Click Edit | Preferences... | Click Colors | Check to make sure Visited links are purple and Unvisited links are bright blue | Click the box beside Always use my colors, overriding document | Click OK

In Netscape 3.0: Click Options | General Preferences... | Click Colors tab | Check to make sure Followed links are purple and Links are bright blue | Click the box beside Always use my colors, overriding document | Click OK

Printing usually works with these new settings. After printing we recommend returning to your old settings by removing the checkmark in the Ignore colors/Always use my colors box.

- Printing in general works better with current Web browsers such as Internet Explorer 4.0 [http://www.microsoft.com/ie/download] or Netscape 4.0 [http://www.netscape.com/download/client_download.html?navigatorstandalone4.03].

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Can I set up multiple personal fundlists or access my personal fundlist from home & work?

When you set up your Fundlist in Globe Portfolio, you can create up to ten lists per account and access your account from any computer. Follow these steps.

  1. Click Portfolio on the green bar at the top of any globefund.com page. The User Login for GLOBE Portfolio screen appears.
  2. Click the New User Registration button. The User Registration screen appears.
  3. Fill in the registration form and click the Submit Registration button at the bottom.
  4. Name your portfolio (you can name it Fundlist if you like.)
  5. Add your funds to the portfolio.
  6. Click Portfolio on the green bar at the top of the page to return to the GLOBE Portfolio main page.
  7. Click New Feature Fund Report for ... to view the report for your funds.

You can create up to ten separate portfolios per account. Setting up your fundlist this way means that currently you cannot add indexes to your portfolio.

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