I'm new to Online Share Trading, how do I create a new portfolio?
- On the Portfolio page click the + symbol beside Portfolio Summary or go to the drop down list beside the portfolio title and select Create New Portfolio.
- To add autofeeds to the new portfolio go to Portfolio Summary in the same drop-down and select the Auto checkbox next to that portfolio.
- You can have up to five portfolios in addition to your Automated Portfolio. This gives you a maximum of six portfolios altogether.
- To view the transaction breakdown of a particular stock, simply check the box beside the stock code and click view.
Check out this video for the simple steps to creating a new portfolio and getting the most out of the portfolio service:
Find out more information in our how to use your portfolio in Online Share Trading guide.