My Portfolios – User guide

My portfolios is a tool to help keep track of your stock investments. Start by clicking "New portfolio" to create a portfolio. Enter a name for your portfolio and select your portfolio's benchmark index. The chosen benchmark index determines the portfolio's currency and is used in the Health check. Then add transactions. Add transactions both when you buy and sell stocks.

Add transactions
Click «Add transaction» in order to add a transaction to the portfolio. A new window opens. Enter the stock's name or symbol and select the correct stock from the drop-down-list that appears. Choose whether to register a purchase or a sale. Enter number of stocks and select transaction date. Click "Save" to confirm.

Portfolio menu
In the Portfolio menu you can select a portfolio, delete portfolios and create new portfolios.

Portfolio settings
Use the Portfolio settings menu to change the name of your portfolio and delete a portfolio.

View
There are five different ways to view the stocks in the portfolio: Basic, Advanced, Indicators, Financial data and Transactions. You can choose between these to see different presentations of the portfolio.

This page is part of Investtech's help and training program. Click here or select Help from the the top menu in order to access the start page.

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Investtech guarantees neither the entirety nor accuracy of the analyses. Any consequent exposure related to the advice / signals which emerge in the analyses is completely and entirely at the investors own expense and risk. Investtech is not responsible for any loss, either directly or indirectly, which arises as a result of the use of Investtechs analyses. Details of any arising conflicts of interest will always appear in the investment recommendations. Further information about Investtechs analyses can be found here disclaimer. The content provided by Investtech.com is NOT SEC or FSA regulated and is therefore not intended for US or UK consumers.

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