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Portfolio Users

The Portfolio Users page allows you to maintain and view user access for Portfolios.

As a Profitspi user, you are able to share access to any of your Portfolios with other Profitspi users. This could be because you are in an investment club, you have trading associates, or in any situation where there are shared holdings.

If you have Admin or All access to a Portfolio then all entries will be shown for other users, otherwise you will see your own entry only.

Add New Portfolio User

Enter the details you require in the bottom panel and click Add New Portfolio User. You can also Edit an existing user entry and then use Add to make a copy.

Edit Portfolio User

Click Edit on the line of the User Id. The user details will be displayed in the bottom panel.

Save Changes to Portfolio User

After selecting the user details using Edit, overwrite any changes you require in the bottom panel and click Save Changes.

Remove Portfolio User

You may remove one or more user entries by selecting the checkbox at the beginning of the line containing each user entry and clicking the Delete button at the top of the column.


Portfolio help guide

 

Page Help

Portfolio Report

Maintain Transactions

Portfolio Chart

Montage

Portfolio Performance

Capital Gains

Trade Analysis Report

Maintain Portfolios

Maintain Accounts

Maintain Portfolio Users

Stock Splits

Dividend Alerts

Matched Transactions

Import Transactions

Personal Symbols

 

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