I'm new to Online Share Trading, how do I create a new portfolio?
Last Updated: 15 May 2018
- 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.
Did this answer your question?
A custodian will hold your financial products on your behalf. The custodian for ASB Portfolio Series is currently Investment Custodial ...
You can make decisions about adding money to, or withdrawing money from, your portfolio. However, we will make decisions about ...
Each year you will receive: A statement every six months showing the value of your investment (and any transactions that ...