Welcome Linux users

Instructions:




1. Download the software: To begin downloading, select the following link:
   Click here to download Portfolio Director DESKTOP
   *Note: You may want to "right-click" on the above link and select "Save As..." to properly download the file.
   
   After the software has completed downloading, follow the steps below to install it.
2. Right-click on the PortfolioDirector81.sh file, select Properties, and click on the "Permissions" tab.
3. Mark it as an "Execute" type file.
4. Close the Properties window.
5. Double-click on the PortfolioDirector81.sh file to start the installation.
   *Special Note: If you are prompted to "run PortfolioDirector81.sh or display its contents", just click on "Run".
6. Read and accept the License Agreement, then click "Next".
7. Choose a directory in which to install Portfolio Director and click "Next".
   *Special Note: You must have "write" permissions to the directory where Portfolio Director DESKTOP is to be installed. For the easiest option, just use your own home directory.
   
   *Special Note: Due to a bug in the install program used by Portfolio Director Professional, spaces are not permitted in the directory names where the program is installed. Please remove any spaces at the "Select Destination Directory" prompt before continuing with the install.
8. Choose a directory for creating symlinks and click "Next".
   *Special Note: You must have "write" permissions to the directory where the symlinks will be created. If you do not have "write" permissions, just check the "Don't create symlinks" option.
9. After the installation is complete, go to the directory in which you installed Portfolio Director DESKTOP and drag the icon named "Portfolio Director" to your desktop. You can then conveniently start Portfolio Director Desktkop anytime by double-clicking this "shortcut" icon. Run Portfolio Director DESKTOP and continue with the instructions below to begin using it.
10. When you are prompted for sign-on codes enter "admin" for both the username and password, then click on the "Login" button.
11. Read and agree to the License Agreement.
12. When the "Portfolio Trial Period" window appears, choose "I ordered the software and need to enter my registration codes:", enter the Registration and Software codes provided to you, and click on the "OK" button.
13. The Client Setup window will appear and now you are ready to begin manually adding or importing clients.

Importing Clients:

If you are using any of our supported brokerages, your registration e-mail contains links and further instructions for importing your client's data. Please refer back to it to continue your setup of Portfolio Director DESKTOP. A list of all supported brokerages can be found on our Support Page.

Manually Adding Clients:

If you are not using one of our supported brokerages, you will need to setup your clients and their accounts manually. Please view our Manual Data Entry Instructions for more information.