WEB SITE EXAMPLE REPORTS INSTRUCTIONS

It is best to print these instructions first from your web browser.

To view examples of selected portfolio reports that are updated on a weekly and/or monthly basis through this website please follow these instructions: 

Click on the link here to go to the Log In Screen.

To view an example of portfolio reports that are posted on a weekly basis for portfolios that contain individually selected stocks and/or bonds please enter “example” as your Client ID and “example” as your Password and then click OK.  

To view an example of portfolio reports that are posted on a monthly basis for portfolios that contain individually selected mutual funds please enter “abexample” as your Client ID and “abexample” as your Password and then click OK.

(You should not enter “quotation marks” when typing in your Client ID or Password)

The reports are provided in HTML format, which is an Internet language.  Any standard Internet browser may be used to view the Reports.  (We recommend using Internet Explorer 6.0 or greater for optimized viewing and printing of reports.)

UNDER THE "MY OPTIONS" BLOCK ON THE RIGHT HAND SIDE OF THE SCREEN BE SURE THAT YOU SELECT "ALL DATES" ON THE "GET ALL AVAILABLE REPORTS FOR:" PULL DOWN MENU ANN CLICK THE BUTTON "GET REPORTS".

Below is a screen shot of the log in screen.

This is a screen shot of the client reports interface.  Click on the underlined link on the left hand side of the screen under "My Files" to access each report.  The reports will open in a new window.

UNDER THE "MY OPTIONS" BLOCK ON THE RIGHT HAND SIDE OF THE SCREEN BE SURE THAT YOU SELECT "ALL DATES" ON THE "GET ALL AVAILABLE REPORTS FOR:" PULL DOWN MENU ANN CLICK THE BUTTON "GET REPORTS".

Disclaimer: This web-site is for informational purposes only.  This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.  Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.  Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance.  Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.  THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB-SITE.

Copyright © 2006 Davidson Capital Management, Inc.
Last modified: 05/12/08