FAQ: Frequently Asked Questions

Here's what you need to know:

• Use your current username and password to log in.
• All news stories on both sites will be identical. There will be no difference of content.

Your portfolio from the traditional website will carry over to thefly.com upon logging in for the first time. The portfolio will be listed as "Main Portfolio." You can add up to 11 more portfolios.

Thefly.com has enhanced portfolio features and allows you to create up to 12 portfolios with up to 150 stocks in each. The traditional website allows for only one portfolio. Portfolio alert emails will be generated from the last site you logged into. Thus, if you set up more than one portfolio on thefly.com, and then log into the traditional website, you will not receive alerts on your new portfolios. You will only receive alert emails for thefly.com portfolios if that website is last one you logged into.

In conjunction with the launch of thefly.com, The Fly is simplifying its subscription model into only two tiers. To see our new subscription model click here.

If your current theflyonthewall.com subscription is to all Fly services, nothing will change as you start using thefly.com. You can simply login and keep enjoying the same access to which you are accustomed.

If you have a partial subscription to theflyonthewall.com, for example, News only or Syndicate only, you can enjoy thefly.com in its entirety, free of charge, for 60 days. Your 60 day full-site access will begin the first day you log in at thefly.com. After 60 days, your access to thefly.com will revert to the original access you have currently at www.theflyonthewall.com .

In the upper right corner of the page, click on Account Profile and Settings, then click the Billing tab to see details about your current subscription.

As an existing and loyal subscriber, we are grandfathering your current subscription onto the new site at no additional charge. Therefore, all the information you access on the traditional website will work on thefly.com at the same billing rate, even if your current subscription is no longer offered to new Fly subscribers.

If you would like to keep the level of access enjoyed during the 60 day trial, you will need to upgrade your subscription to Full Access. Click here for a plan comparison.

No, when the trial period ends, all the information you can access on the traditional website will be available to you on thefly.com with no additional action on your part. However, if you would like to keep the level of access enjoyed during the 60 day trial, you will need to upgrade your subscription to Full Access.

If you still have any questions that are not addressed in this FAQ, email us at support@thefly.com

To choose a subscription before your free trial ends so you can enjoy The Fly without interruption, follow these instructions:

• Login to Thefly.com
• Click Account Profile and Settings in the upper right corner of any page on the site
• Click the Billing tab
• Select your preferred subscription
• Select your preferred billing cycle from monthly or annual
• Click on Update Account. Your subscription will immediately go into effect after your free trial ends

When you sign up for a free trial, you're entitled to Full Access to The Fly at no charge for 14 days. If you cancel before 14 days, you won't be charged. After 14 days, your Full Access plan will activate into a monthly subscription unless you change your account settings. Sign up here.

A free account grants you access to unlock a limited number of data points per month, including a breaking news story or The Fly’s proprietary analysis of an upcoming IPO.

A data point is an individual piece of content on the site that is locked. These include a breaking news story, proprietary analysis of a syndicate deal, and details of a company event. The Street Research calendar and Fly Cast audio are not considered data points and a full free trial is required for access.

The data counter resets on the first of every month. Once used up, you will need to wait until the first of next month to access more data. If you need The Fly’s data sooner, sign up for the full free trial.

Instead of just access to a limited number of data points per month, a full free trial grants you access to The Fly’s entire site for 14 days, including all breaking stories, portfolio alerts, email notifications in real time, news feed filters, as well as our comprehensive Street Research and Syndicate calendars.

The Fly offers two subscriptions:

1. Basic Plan: Grants access to Breaking News, On The Fly page and one portfolio with up to 150 stocks.
2. Full Access: Grants access to the entire site, including Breaking News, On The Fly page, up to 12 portfolios with 150 stocks each, Events calendar, Street Research calendar Syndicate page with proprietary deal analysis, and Fly Cast audio.

See a plan comparison.

The Fly offers a discount to annual subscribers. Paying for the year upfront will get you two months free. You'll pay for 10 months and your subscription will run for 12 months. Click for rates.

The Fly offers discounts beyond our monthly bundles and annual discount when an office reaches 20 users. Please contact us at sales@theflyonthewall.com for more details.

Accounts can be canceled at any time by sending an email to support@thefly.com. Monthly accounts will shut off as of the next billing period, which is the first of the month. If your free trial ends in the middle of the month, you will be charged a prorated amount for the remainder of the first month and then will be on a first of the month billing cycle going forward. Annual subscribers are entitled to a prorated refund less the annual discount if the account is canceled within the first 30 days of the yearly cycle. Cancellations beyond the first 30 days are not entitled to refunds.

Accounts can be canceled at any time by sending an email to support@thefly.com.

The Fly offers web-based subscriptions on an individual basis. There are two subscription options, Basic Plan and Full Access, and accounts can be paid for on a monthly or annual basis. Annual subscriptions receive a 20% discount.Please see our services page for more information on our services.

Yes, we offer an API to qualified professional accounts. Please contact us at sales@theflyonthewall.com for pricing and more information.

Yes, The Fly offers realtime headline news feeds. Please contact us at sales@theflyonthewall.com for further information.

Yes, our proprietary content can be customized to fit your needs. Please contact us at sales@theflyonthewall.com for more information.

To access your account information, follow these step-by-step instructions:

• Log in to thefly.com
• Click Account Profile and Settings in the upper right corner of any page on the site.
• Click the tab with the information you'd like to access.

If you forgot your password, you can reset it by following these step-by-step instructions:

• Click on the Forgot password link under the username. A pop up box will appear.
• Enter either your username or the email address you subscribed with and hit Submit.
  The Fly will send an email with further instructions. Open the email and follow the instructions to create a new password.

To change your email address, follow these step-by-step instructions:

• Log in to thefly.com
• Click Account Profile and Settings in the upper right corner of any page on the site.
• Under the Account Settings tab, under the Username/Email Information heading, change your email in the Email text box and make sure to click the Change button to save the change.
  The Fly will send a confirmation email to your changed email address. Open the email and follow the directions to confirm the change.

To change your password, follow these stepbystep instructions:

• Log in to thefly.com with your current password
• Click "Account Profile and Settings" in the upper right corner of any page on the site.
• Click on the "Account Settings" tab. Under the heading "Change Password", enter your old password into the top text box, then your new password into the middle text box, and reenter your new password into the bottom text box for confirmation.
• Make sure to click the "Save" button to confirm and save your change. You will see a message "Password changed correctly"

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You can view billing information by clicking Account Profile and Settings in the upper right corner of any page on the site.
Within the Billing tab, you can:

• Select your preferred billing cycle from monthly or yearly.
• View when your current billing cycle is scheduled to end.
• See your Payment Method and change your credit card. To change your payment method, click on the Change Credit Card button/link and update the information on the Credit Card information page.

Follow these step-by-step instructions:

• Log into the site
• Click Account Profile and Settings in the upper right hand corner of any page on the site.
• Click the Billing tab
• Under the heading Payment Method, see the ending numbers of the credit card on file.
• Click the Change Credit Card button towards the top of the page to enter a new credit card for billing. You'll be taken to the Credit Card Information page.
• Fill in the appropriate information to change your credit card.

The Fly accepts these cards: Visa, MasterCard and American Express.

The Breaking News section of the site is a live news feed of information that is moving the market. The feed scrolls continuously, displaying any content that is added to the site.

Below are the categories of stories on the Breaking News feed:

• 
  Hot Stocks: Company press releases, SEC filings, government agency announcements
• 
  Recommendation: Analyst research without rating change
• 
  Upgrade: Analyst upgrade
• 
  Downgrade: Analyst downgrade
• 
  Initiation: Analyst rating company for first time
• 
  Rumor: Unconfirmed market chatter impacting stocks
• 
  Syndicate: IPO and Secondary filings, block trades, pricings
• 
  Conference/Events: Company speaking on conference calls, at conferences, with analysts. FDA action dates, government meetings
• 
  General news: Macroeconomic news, economic numbers
• 
  Earnings: Company earnings, forward guidance
• 
  Technical Analysis: Proprietary technical analysis done exclusively by The Fly's analysts
• 
  Periodicals: Media reports, with link to original story
• 
  Options: Proprietary option trading analysis done exclusively by The Fly's analysts
• 
  On The Fly: Exclusive stories and interviews by The Fly’s staff

When a story is deemed important and seen as having the potential to quickly or significantly move a stock's price, the editors at The Fly may highlight it, meaning that it will briefly have a red background to stand out from the rest of the stories on the news feed.

There are two main ways to tailor the Breaking News feed to meet your unique needs: by changing the Filters or viewing a Portfolio News feed.

• Filters: Selecting the categories of stories you would like to see (and filtering out the ones you don't) is one way to manage the Breaking News feed. You can do this by clicking Filters and checking on or off the boxes for the categories of stories you would like to view.
• Portfolio News: You can easily view news about just the stocks in one of your portfolios, if preferred. To view your selected portfolio in place of Breaking News from all companies, select one of your portfolios from the drop-down box and click Search. You can easily toggle between your different portfolios using the drop-down box.

Yes. The Fly allows users to monitor a feed of stories focused only on the stocks in one of their portfolios. To view your selected portfolio in place of breaking news from all companies, select one of your portfolios from the drop-down box and click Search. This feed will automatically update as news breaks on stocks in your selected portfolio.

Some news content can only be viewed with a subscription. Subscribe now or learn more about our subscription plans.

The Breaking News Pop-out is a feature available only to subscribers that allows the breaking news feed to be viewed as a separate webpage with a slimmed down interface.

The Fly, in fulfilling its mission of explaining stock movement, often comes across the many unconfirmed rumors being passed through trading desks and social media platforms. On the occasion that rumors or speculation appear on The Fly's news feed, it should be viewed not as giving credence to the conjecture, rather as simply highlighting its impact on the stock prices of the companies involved.

A feature of The Fly is the On The Fly tab, which focuses on stories that are exclusive to thefly.com. The page includes stories about the day's most notable movers, commentary on the major averages and the broader market and previews of upcoming events, such as earnings reports.

The Fly can alert you about breaking news on the stocks in your portfolios to make sure you never fall behind on the most important stories moving those shares. Alerts can come in any combination of a pop-up window, an email and a sound. Portfolio Alerts are specific to stocks that you indicate you are interested in and triggered when ANY type of news is added about those stocks. So, if you have a position in Apple and want to make sure you don't miss any breaking news about the company, add stock symbol AAPL to your portfolio and we'll keep you up-to-the-second on it, in the way that you choose.

Follow these step-by-step instructions:

• Click Account Profile and Settings in the upper right hand corner of any page on the site.
• Go to the My Portfolios tab
• Begin by naming the portfolio you are creating by clicking the Add Portfolio + button and entering the name in the text box under the heading Portfolio. For example, enter Telecoms or Current Holdings.
• Under the heading Tickers, add the ticker symbols you want to put in your portfolio. Multiple stocks can be added by placing a space between each symbol. In order to add a large number of stock tickers to a portfolio, you can cut and paste from Excel, Word or another program.
• Under the heading Notifications, check off the type(s) of Portfolio Alerts you prefer. If you do not make a selection, you will be able to save the Portfolio you have defined but you WILL NOT receive alerts about the portfolio.
• Click Save after entering all symbols and making your Notifications selections.
• On the My Portfolios page, move the position of any portfolio by mousing over the move icon and clicking and dragging it to the desired position.

If you have the Basic Plan subscription, you can have 1 portfolio with 150 individual stocks. If you have Full Access, you can have up to 12 portfolios. You are limited to 150 individual stocks in each portfolio.

In order to add a large number of stock tickers to a portfolio, you can cut and paste from Excel, Word or another program. To do this:

• Click Account Profile and Settings in the upper right hand corner of any page on the site.
• Under the My Portfolios tab, begin by naming the portfolio you are creating or click add symbols in the text box to add symbols to an existing portfolio.
• Copy a column or row from your Excel document that contains only stock ticker symbols (note that this will only work if the selected information is exclusively made up of a list of stock tickers.)
• Click the plus next to the symbol entry box.
• Click Save. to ensure your changes are made.

No, an import feature is not currently included. However, you can easily cut and paste from Excel to add a large number of stocks to a portfolio using these instructions.

The My Portfolios section provides subscribers with a unique graphical representation of how much news activity there has been in their selected portfolios over a certain time period. Users can select their preferred time frame from the drop-down box at the top of the page. Additionally, the My Portfolios page provides an easy-to-use interface for making changes to portfolios by clicking the pencil icon or to launch a portfolio news feed by clicking the magnifying glass icon.

In addition to Portfolio Alerts, you can sign up to receive a heads-up (either via a pop-up window, an email, a sound, or any combination of the three) whenever The Fly adds a certain type of story to our site. So, if you want to know about any and all analyst comments that we report, add a Street Research alert. Or, if you want to stay current on all IPO and stock offering news, create a Syndicate alert.

Follow these step-by-step instructions:

• Click Account Profile and Settings in the upper right hand corner of any page on the site
• Under the Story Alerts tab, check off the boxes for the type and style of alerts you would like to receive.
• Click the Save button at the bottom right of the page to save your Notification preference changes.

For example, if you want to know whenever new Street Research is added to our news feed, check off Pop-up or Email, or select a sound, or pick any combination of the three, next to Street Research and you will be alerted in the way(s) you chose.

The Fly offers three types of Morning Newsletters: News, Events and Syndicate. The Newsletters come in the form of e-mails which are delivered daily to your inbox before the market opens. The Events and Syndicate Newsletters contain all of the stories that have been published up to 7:15 AM from the specified area of the site. The News Newsletter contains all stories published before 8:30 AM.

If you would like to subscribe to any (or all) of the Fly Newsletters, click Account Profile and Settings in the upper right hand corner of any page on the site. Under Story Alerts choose the associated check boxes to begin receiving (or stop receiving) the Newsletter the next morning. You MUST click the Save button at the bottom of the page for the changes to take effect.

Well, there are too many ways to list...the Alert system is one of the most powerful features of the site! But, since you asked, here are some suggestions:

• Create a portfolio of all of the stocks you currently own so you never miss a market moving event related to your investments.
• Create a portfolio of stocks you are researching or considering owning so that you can make a more informed decision before you outlay your money.
• Create a portfolio of major stocks in a specific segment or industry so you can keep abreast of news in that space.
• If you are actively trading, create a sound Alert for Street Research and Rumors, both of which are types of stories that are very immediately actionable (and, of course, stay tuned all day to Fly Cast for the most critical, most actionable news).

If users have other suggestions about how you use Alerts, we'd love to hear them; just Send Info and share with us. We'll keep the FAQ up-to-date.

If you have a stock in your portfolio, you will receive alerts on all stories entered on that name. At this time there is no way to reduce portfolio stock alerts by eliminating certain story types.

Yes. The alerts you receive won't be in a new window so the browser won't block them.

The Events section of the site is a comprehensive calendar which includes:

• Firm Sponsored Meetings
• Company conference calls
• Government hearings, including PDUFA, or FDA action dates
• Analyst meetings
• Road shows
• Conferences

Some events content can only be viewed with a subscription. Subscribe now or learn more about our subscription plans.

Each event will include as much information as possible and may include:

• Time
• Date
• Location
• Participants
• Sponsors
• Agenda
• Call-in number
• Call code
• Webcast link

The ability to access this volume of detailed information and connect to webcasts directly from links within The Fly is similar to functionality offered on many more expensive events sites.

The Syndicate section of the site provides in-depth information and proprietary analysis of IPOs, block trades, and secondary stock offerings, including:

• Pricing
• Date of the deal
• Deal size
• Book managers
• Expert analysis and color commentary

Some syndicate content can only be viewed with a subscription. To sign up for a free trial, click here If you have a Basic Plan and want to upgrade to Full Access and see the Syndicate calendar, you can log into your account and change your subscription.

The Street Research section of the site summarizes all of the upgrades, downgrades, initiations and general comments made by analysts about particular stocks. When available, this information may includes price targets set by the analyst.

When you arrive on the Street Research calendar page, the information is organized alphabetically, by firm name. However, you can view Street Research in three different ways:

• By Firm (all firms alphabetically or select a firm from drop-down)
• By Analyst Action (Upgrades, Downgrades, Initiations, Recommendations)
• By Symbol (alphabetical by stock ticker)

Some street research content can only be viewed with a subscription. For a free trial, click here If you have a Basic Plan and want to upgrade to Full Access to see all of our Street Research, you can log into your account to compare plans and change your subscription.

The Fly has a ticker search function only. The Fly does not currently offer a keyword search.

Yes. Use the filters at the top of the search page to select what types of stories you would like to see. At the top of the search page, you will see the upcoming events for the company or companies you are searching on as well the recent Street Research.

Fly Cast is like a traditional Wall Street squawk box, but for individual investors. It's an audio product that broadcasts only the most critical news before the market opens and features break-in calls during the trading day. Before market, Fly Cast will ready you for the trading session with updates on market-moving events from after yesterday's close and before the day's action. While the market is open, Fly Cast will break-in with analyst calls and top stories the moment they hit. Subscribers have told us that they prefer our intra-day style, which only announces when meaningful news pops to one filled with constant, distracting chatter.

In two primary ways:

• During the trading day, Fly Cast breaks-in with ONLY the most critical, actionable news items; events like upgrades and downgrades, economic number reports, and m&a reports.
• The Fly Cast doesn't have any commercials, advertisers, or format restraints. So, the second a story happens, we can and will report it to you immediately.

So, in short, Fly Cast is only the news you need, at the moment you need it, without all the noise and the filler.

Most likely, nothing is wrong. Fly Cast only broadcasts critical news as it breaks so if you are listening between news breaks, you may not hear anything. But, if you are certain you are experiencing a technical difficulty, click here to notify us.

You can access Fly Cast from the bottom of any page once you are logged in. If you're not a Full Access subscriber or you are not logged in, you will not see the Fly Cast player at the bottom of the page. Once you have logged in, click on Fly Cast at the bottom of the page. A box will pop up with and the player will be running. Keep in mind there isn't constant sound, so you may need to keep it running for a few minutes before hearing a breaking story.

To try Fly Cast, sign up for a free trial here.

If you have a Basic Plan and want to upgrade to Full Access and get Fly Cast, you can log into your account to compare plans and change your subscription.

Yes. We welcome you to follow us on Twitter, become a fan on Facebook and connect with us on LinkedIn.

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support@thefly.com