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This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts & OEICs,IMA Unit Trusts & OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.
You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts
This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.
Have you been allocating more to cash or equities, given signs of rising risks?
City of London IT: Issue of Equity
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Standard Life Eq Inc: Monthly Portfolio Valuation
Fundswire | 9:52 AM | 01-Sep-2014
Stand. Life UK Small: Monthly Portfolio Valuation
Fundswire | 9:47 AM | 01-Sep-2014
Third Point Offshore: Third Point August Performance
Fundswire | 8:58 AM | 01-Sep-2014
Redefine Int PLC: Appointment of Joint Broker
Fundswire | 7:00 AM | 01-Sep-2014
Scottish Mortgage Investment Trust PLC Ord 5P
Scottish Mortgage carries on business as an investment trust. The objective is to maximise total return from a portfolio of long term investments chosen on a global basis whilst also generating dividend growth.
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Alerts on this trust»
13:00 | Monday, January 20, 2014