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I'm new to Online Share Trading, how do I create a new portfolio?

Last Updated: 02 Feb 2017
  • 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.


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