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Portfolio Report Transactions Portfolio Chart Montage Performance Help

Portfolios

A Portfolio contains one or more Accounts. You may also create multiple portfolios, for example you may have one Portfolio for long term investment accounts and another for speculative trading.

A Portfolio is also significant for multi-user purposes as you may grant other users access to a Portfolio using the Portfolio Users page.

Add Portfolio

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

Edit Portfolio

Click Edit on the line of the Portfolio. The Portfolio details will be displayed in the bottom panel.

Save Changes to Portfolio

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

Delete Portfolio

You may delete one or more Portfolios by selecting the checkbox at the beginning of the line containing each Portfolio and clicking the Delete button at the top of the column. You will be asked for confirmation if the Portfolio contains Accounts.

My Access

Is your access setting for this Portfolio. If you are not using the multi-user features of the Portfolio Users page then this will always be 'All'.


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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