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Portfolio: 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.
Watchlist: 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
Funds Basket: 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.
Do you think UK inflation will increase in the next 12 months?
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By Joshua Ausden | 11:00 | 22-May-2013
08:00 | 22-May-2013
18:00 | 21-May-2013
More headlines
21 May, 2013 at 08:00
Industry experts explain what newcomers to the sector need to know before parting way with their hard-earned cash.
20 May, 2013 at 19:00
In the first of a new series, FE Trustnet looks at a superior way to measure risk than volatility in the UK All Companies sector.
By Joshua Ausden on 20 May, 2013 at 14:15
The manager of the CF Miton Special Situations Portfolio thinks investors expecting an all-out bull market are likely to be disappointed.
More stories:
12:15 | 21-May-2013
11:00 | 21-May-2013
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Fundswire lets you to keep track of the funds, managers and groups you’re interested in.
For funds you follow via Fundswire we’ll alert you to any significant developments, whether changes in performance or risk characteristics, a new rating or award, or a change of fund manager.
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