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Adding a security to a portfolio or Watchlist

There are two ways that you can add a security to your Portfolio or Watchlist.

Option one

Step One: Go to your portfolio page by clicking on Portfolios.

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Click on 'Create and Manage Portfolios' Adding security

Step Two: Once you are in your portfolio list - click on add to portfolio

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Step Three: A pop up window will appear - put the ticker of the company and then click "Search"

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Step Four: A list of companies matching your search will appear – I have used VOD in this example - click on the box near the company name (which should then tick the box) and then click on "Select"

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Step Five: Have a look at your portfolio - the company should now appear in there.

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Option Two

Step One: Using our search engine - put in the company name or ticker and then click on the Search icon

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Step Two: Choose the company that you want from the list that appears once the search is done.

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Step Three: Once in the company page - click on the "Add to Portfolio".

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Step Four: A white box should appear and the background should get shaded - click on the box which is on the same line as the portfolio you want it to be added to and then click on "Update".

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Step Five: Have a look at your portfolio - the company should now appear in there.

Adding security