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You are here: Portfolio

Portfolio user guide.

Overview

FE Trustnet portfolio has been completely redesigned to make it easier for you to use.

This guide has been written to help you understand the basics of the new portfolio, but if you can’t find an answer to your question, please contact helpdesk@financialexpress.net.

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How do I log in to my portfolio?

You can log in to your portfolio at any time by clicking the blue rectangle in the top right hand corner of the screen. If you have an existing login, this will still work on the new portfolio. If you want to create a new ID, simply click ‘register’ and provide some key details to set up a new account.

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Managing your portfolios

The first page you’ll see when you log in to your portfolio is the management page. This shows you all your portfolios, how much each one is worth, what proportion of your total investments they make up, and how each one has performed.

To add a new portfolio, click the black ‘Add a new portfolio’ button at bottom right.

To delete a portfolio, click the red button which appears on the right of each row.

Your watchlist also appears on this page. If you want to save a fund but don’t want to add it to a specific portfolio, add it to the watchlist.

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To edit an individual portfolio, click on the portfolio name. This will take you into the portfolio itself.

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The valuation page

This is the most important page in the new portfolio.

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Here you can see all of your holdings, and any cash balance you have ready to invest.

You can rename this portfolio at any time by clicking the ‘edit’ button next to the portfolio name at top left.

By default, the funds will be displayed in a summarized version, with just one record for each fund. If you would like to view the details of the various purchases that have been then you can tick the ‘Display all transaction details’ check box.

To add a new holding, use the dropdowns which appear under ‘Add a holding’. Choose an investment type first, this will load the list of fund providers you can choose from, then choose a provider and add the fund you want.

It will appear in the tables below. Before it does so, a popup box will appear asking you how many units you bought, and on what date they were purchased.

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Entering this information will calculate the total price of the purchase, but you can alter this total manually to accommodate for dealing charges etc – just enter the numbers on the right.

If you want to move this box to a different part of the screen, just click anywhere on the white background and hold down the mouse button.

If you want to add multiple investments in the same fund, representing a series of investments over time for example, just click ‘add a new purchase’ and enter the corresponding dates.

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How do I update an existing holding, or view a holding’s history?

Every investment in your portfolio has an icon on the right hand side saying ‘view/edit’. Click on this icon to see details of your holdings in this fund, and the dates when each investment was made.

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The popup will show you each transaction, how many units you purchased, and how much it cost.

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You can delete any of these investments by clicking the ‘x’ on the left, or delete the entire holding using the black button marked ‘delete this investment’.

At the foot of this page you’ll see a chart showing your portfolio’s performance versus our three IFA portfolios, the AFI indices, which represent the Aggressive, Balanced and Cautious ‘best picks’ of a panel of leading UK advisers.

Click on ‘detailed analysis’ for a deeper explanation of what’s going on in your portfolio.

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Adding a holding whilst not in portfolio

You don’t have to be in the portfolio tool to start adding funds. Anywhere you see the green ‘+’ button which looks like this…

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…you can add the fund to your basket – which appears on every page on the site.

Your basket is visible as an icon on the top right which looks like this…

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If you click it, it will expand and you can see which funds are inside it. Click ‘open basket’, and you will be presented with a new page showing you all of these funds, and the options you have when it comes to doing something with them.

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You can add funds to your portfolio using the top option on the right. If you’d like to add some of the funds in your basket, but not all of them, simply untick the boxes which appear to the left of the fund name for those funds you don’t want to add.

You can add more funds to your basket at this stage without leaving the basket, using the dropdowns below.

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Once you’ve decided which funds to add to your portfolio, click the link at top right called ‘Add funds to my FE Trustnet Portfolio’.

You will be taken to the relevant portfolio valuation page. You will see a message like the one below, telling you that you need to update your holdings details.

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Look at the right hand side of the rows in your portfolio, wherever you see a red exclamation mark this means you need to tell us how many units you bought, or how much you paid, and on what date – so we can track your portfolios performance.

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Click on ‘view/edit’ and update your details as required.

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FE Trustnet portfolio – a new range of tools

There are five different forms of analysis available in the new FE Trustnet portfolio

Chart portfolio performance

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This tool allows you to view the performance of your portfolio as a whole against any benchmark you choose, whether that be an index, another fund, or the AFI – indices based on the ‘best picks’ of a panel of top British financial advisers.

Use the timescale basis to control the period over which you examine performance, or the chart basis tools to adjust the terms upon which the chart is constructed – you may wish, for example, to reinvest dividends or show performance in real cash terms.

Only 15 funds can be charted at any given time. If your portfolio has more than 15 funds and you select to show all funds, then all funds will be displayed in the table below the chart although only the top 15 performing funds will be charted. You can change which funds are charted by selecting or unselecting the check-box in the chart column within the table.

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Analyse asset allocation

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This tool allows you to examine all the underlying holdings within funds in a portfolio as if they were all held by a single fund.

By combining all your funds’ holdings, sector weightings, geographical exposures etc you can see – for example – where you are overexposed to certain stocks, in many cases the same one may be held by more than one of the funds you’re invested in.

A key oil stock, for example, might appear in an equity income fund as well as a commodities fund you have in your portfolio – so you may be dangerously exposed to the fortunes of the oil price without realizing it.

As well as x-raying your portfolio, you can compare it with an index or sector. To get the ball rolling the system defaults to the FTSE 100, against which the initial comparison is made.

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Analyse risk exposure

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This simple tool shows you how each fund in your portfolio measures up in risk terms against all the other funds in your portfolio, against the FTSE 100, against cash and against the total risk of the portfolio itself.

You can add new funds to this tool to see how risky they are in comparison with the funds you already hold, before you decide to add them to your portfolio.

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Contribution analysis

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This tool gives you a clear snapshot of which funds in your portfolio are adding the most to the success of your overall portfolio by contributing returns, or detracting the most from the same by losing money over any period you choose.

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Key ratios & performance

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This table shows you the performance of all your investments alongside key ratios used by investment professionals to judge how risky a fund is (volatility), how much of the fund’s performance is attributable to manager skill (alpha), how sensitive the fund is to market fluctuations (beta) and how worthwhile the risks the fund has taken on really are (sharpe).

You can choose which fields you would like to display in the tables on this page by clicking on the ‘Customise the table’ button and selecting which fields you would like displayed.

To learn more about these ratios click here http://www.trustnet.com/Education/Ratio.aspx

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Alerts

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The alerts section allows you to track the performance of your portfolio as a whole, as well as the individual funds within it.

Performance alerts allow you to set up your own custom alerts which will tell you when a fund drops below, or rises above, the parameters you’ve set for it. You can alert on price, on percentage growth or on changes to the risk score for each fund.

Click on the icon which appears in the left hand column to start setting up alerts. You can set up as many as you like. They will appear at the bottom of the box. If you want to delete an alert, simply click the ‘x’ to the left of the corresponding alert.

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Fundswire alerts track the funds you hold, monitoring them for any change which is relevant to your investment. This might be a change of manager, a sudden change in performance, big changes to asset allocation, or a range of other things. All the funds you add to your portfolio are automatically tracked by Fundswire, but you can toggle these alerts on and off simply by clicking the button on the right. If you are ‘following’ a fund, you will receive alerts from Fundswire.

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While you are in the alerts section, you can switch between portfolios using the dropdown, so you can adjust alerts for each portfolio individually, or you can view all your alerts – this will show you all the funds you hold across all your portfolios, and allow you to adjust alerts accordingly.

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Export

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You can export your portfolio in various formats including excel and PDF. You can also download all the fund factsheets or Key Investor Information Documents associated with a single portfolio into a single multi-page PDF file which you can print off to keep in your files.

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