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Portfolios & Watchlists

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Portfolio & Watchlist Introduction

Our Portfolio & Watchlists allow you to monitor a customised group of securities. You can set up multiple Portfolios and multiple Watchlists to help you better manage your investments.

Portfolio - allows you to record the number of shares you own of each security and will calculate your running profit/loss plus the current holding value of each security.

Watchlist - simply shows you the current price of each security in the list. This is useful if you are tracking a group of shares you don’t yet own, and do not need to enter holding details.

Please note: Digital Look does not operate a dealing service. Your portfolios and Watchlists allow you to monitor a group of securities, but you are unable to execute a trade using your Portfolio. You will need to contact your broker for this..