How do I know which portfolios are receiving automated trade feeds in Online Sharetrading?
A double cog icon appears next to each portfolio name if it is receiving automated trade feeds. This icon can be seen on the Portfolio Summary and Consolidated Portfolio pages. You can select the Auto checkbox on the Portfolio Summary screen to have the autofeed appear in additional portfolios.
Check out this video for the simple steps to creating a new portfolio and getting the most out of the portfolio service:
On the Portfolio page click the + symbol beside Portfolio Summary or go to the drop down list beside the ...
You can export the Portfolio Summary, Portfolio Consolidated View and Transaction View screens to Excel. Look for the ‘page with ...