Our unique Canadian-based research, focusing on high-growth, reasonably priced small-cap stocks.
Providing retail and professional investors with independent BUY/SELL advice on Canada’s top Dividend Growth Stocks.
Our "GARP" or Growth at a Reasonable Price model has proved very successful within the under researched small-cap segment.
Our Simple TFSA service combines our track record with easy-to-understand and actionable portfolio management advice.
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Here you can see all recent updates applicable to you, as well as some helpful links, and other information from the Keystone Team.
This is where you can access all of the products which you have purchased, or subscribed to.
View all of your Special Reports directly from your Dashboard.
All Company Reports can be viewed or searched under your Buy/Sell/Hold tab
This is where you can access media
All hosted chat sessions will take place on this part of your dashboard.
Search through the Companies that Keystone Financial research.
Look up information on publicly listed companies right from your dashboard.
If you need to talk to a Keystone Financial Representative for help, you can always use our Live Chat feature. You can access this anywhere that you see our Keystone Speech Bubble!
Click help if you ever want to view these instructions again.
This is your Main VIP dashboard where you can view KeyStone’s: (1) latest BUY/SELL/HOLD Reports, (2) On-Demand Videos, (3) Special Reports, and (4) View a snapshot of your VIP Portfolio Builder. All KeyStone’s VIP Portfolio Stocks are denoted with a gold VIP marker.
This is a snapshot of your VIP Portfolio Builder, which will help you build your own portfolio of 15-25 high quality stocks. The snapshot includes: (1) How much capital you have allocated to your VIP portfolio and how many stocks you should hold, (2) Stocks you have purchased and currently own in your VIP portfolio, (3) Under “Highest or Next Highest Rated VIP Stocks” – the 6 Highest Ranked Stocks from our VIP Focus BUY Portfolio outside of the stocks you currently own Full Positions in.
View all of KeyStone’s stocks in coverage under the Portfolio Tab – Including stocks within KeyStone’s VIP Portfolio & Stocks under coverage that are outside of KeyStone’s VIP Portfolio.
This is your Portfolio Builder which will help you build your own stock portfolio composed of 15-25 high quality stocks over a 12-24-month period. All of the data shown in your Portfolio Builder Snapshot on the Main Dashboard originates from here.
This is where you can set the portfolio dollar amount you are using to invest in your own VIP Portfolio. Continue to the next slide for more directions on selecting your portfolio dollar amount.
Select your portfolio dollar amount by using the slider OR by inputting a value manually into the bottom right text box. Once you select your portfolio dollar amount, click on the Save Settings button, and we will let you know how many stocks to hold in your portfolio and what a suggested full position is in each stock.
This is where you will add or remove stocks from your VIP Portfolio.
To add a stock to your VIP Portfolio, click on Add Stock. Continue to the next slide for more directions on how to edit your VIP Portfolio.
After you click on Add Stock, select Add Entry and choose the (1) Stock you are adding to your portfolio, (2) Date you purchased the stock, and (3) if you are purchasing a Full or Partial position. Once you have completed all three fields, make sure to click on the Update Stocks button at the bottom of the page to save your changes.
If you want to remove a stock from your VIP Portfolio, select the small (-) minus sign next to the stock you want to remove. After you remove the stock, make sure to click on the Update Stocks button at the bottom of the page to save your changes.
Once you add stocks to your VIP Portfolio, you can view them here.
Underneath the stocks that you have added to your portfolio are KeyStone’s “Suggested Current BUYs” – which includes stocks that KeyStone recommends you add to your VIP Portfolio next. Once you add a full position in one of these recommended stocks, our VIP System will take into account your purchase by removing the stock from the “Suggested Current BUYs” list and showing you the next best stock to purchase today.
For more directions on how to utilize your VIP Service, watch our VIP Portfolio Builder “How To Video” found on the Main page of your VIP Service.
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