1. Your login screen shows an overview of all of your accounts. At the top of the screen you will see ‘My Investment Summary’, which is followed by your other accounts as shown below:
5. Instruments ‘View Watchlist’
- In your ‘View Watchlist’, you can search for any Stocks, Bonds, ETF etc which you are interested in tracking.
- Once you find your chosen instruments, add to your ‘Watchlist’.
- You do this by searching for the instrument and clicking on the instrument.
- This takes you to a page showing the instrument information
- Click on the Star icon to add it to your ‘Watchlist’.
6. Once the ‘Watchlist’ has been created, it can be seen in the login screen.
7. ‘Asset Allocation’ is shown as a pie chart which displays both the
percentage and total amount held in each category, such as:
- Mutual Funds
- Shares
- ETFs (Exchange-Traded Funds)
- Stocks
- Bonds
1. ‘Portfolio Details’
- ‘Holdings’ (Securities/Fx Positions)
- ‘Transactions’
- ‘Orders’
- ‘Account Activity’
- ‘Reports’
- Download, Print and Settings
2. ‘Holdings’ (Securities/Fx Positions)
- Here you can ‘Search’ for your holdings within your portfolio
- The information you can see is:
> Quantity
> Latest Price
> Average Cost
> Market Value
> Weight %
> Unrealised P&L
- If you want additional information then go to settings as shown below:
- This will take you to the screen below.
- You can tick or untick the options you want displayed.
- By clicking and holding down on the 8 dots on the left, you can move the options into your preferred order.
