Personal Portfolio: Introduction

Our Personal Portfolio allows you to monitor a custom group of securities to help you better manage your investments. The portfolio allows you to record the number of shares you own of each security and will calculate your running profit/loss plus the current holding value of each security.

Overview of features:

• Add to portfolio - This feature allows you to search for companies that you wish to add to the portfolio.
• Add shares - This feature allows you record whether you have bought or sold and shows the number of shares, the price bought or/ sold at, the value and the profit/loss.
• All Securities - This feature shows not only the companies that you have invested in but companies that you wish to invest in.
• View open positions - This features displays all current open positions, the total value and the profit/loss to date.

Warning!!
Using the back arrow on the internet browser can affect the transaction you are entering. To access the previous page use the red back arrow within the Personal Portfolio. Please check that your entries are correct before using this data.

Launch Personal Portfolio

Prices displayed in the Personal Portfolio are based on 15 minute delayed data. Fyshe Horton Finney are not responsible for the accuracy of this data. It should only be used as a tool and all prices should be checked with your broker.