Welcome Mac OS X users

Instructions:

1. Download Portfolio Director Desktop
2. After the software has completed downloading, double click on the “PortfolioDirector.dmg” file to open the disk image. Next, double click on the “Portfolio Director Installer” program to begin the install.
3. After the installation is complete, you should have a “Portfolio Director” icon on your desktop and/or in your “Applications” folder. Run Portfolio Director Desktop and continue with the instructions below to begin using it.
4. When you are prompted for sign-on codes enter “admin” for both the username and password, then click on the “Login” button.
5. Read and agree to the License Agreement.
6. "When the “Portfolio Director Registration" window appears, choose “I ordered the software and need to enter my registration code:”, enter the Registration code provided to you, and click on the “OK” button.

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 Professional. 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.

Mac OS X Tips:

Known Mac OS X Problems:

When exiting the software, use the “Close Window” button (the red button in the top left corner of a window) to prevent database problems. DO NOT USE the application's Quit function in its menu on the Mac menu bar. For example, when Portfolio Director Professional starts up, you will see "Portfolio Director" at the top left on the Mac menu bar with a Quit function in it’s menu. Again, do not use this for exiting Portfolio Director Professional. Use the "Close Window" button on Portfolio Director’s main window instead.

Context Sensitive Menus:

If you are using a one button mouse, you can “right click” or “Control-Click” to access a Context sensitive menu. This allows easy access to the most common functions for a line item in a spreadsheet. For example, control-click on a Transaction allows you to edit the transaction or control-click on a stock position allows you to access many additional functions (Close The Position, Trade It, View Trade History, etc.).