You can select to view your portfolio in a different format.
Real-time - View live streaming prices on your portfolio with marketLIVE!
You have two options for Real time streaming
You can see the Prices View
Or the Trades view
News – View our market leading ShareCast news service for your portfolio – simply click on the News tab. Also find all regulatory news for the shares you hold in the News tab as well.
You can sort the newspaper by category
Or source
Company Research
There are many options under this tab
Results – See all the latest results from the companies in your portfolio as well as when the upcoming results are likely to be told.
Director Deals – View all director buys and sells for the last 90 days for all companies in your portfolio quickly and easily via our Portfolio Director Deals View. The Director Deals Centre is available via the Company Research tab.
Broker Views – Find out which of your holdings the experts are tipping in an instant with the Portfolio Broker View, also available via the Company Research tab.
Key Dates – Get a personalised version of our useful Company Diary through the Portfolio Key Dates View. Save time going through all upcoming announcements and see instantly which of your companies have upcoming results, meetings, dividend payments and more.
Charts – Click on the Charts tab to view charts for your holdings without having to navigate away from your portfolio. The drop down menu is automatically populated with all companies in your portfolio and trade annotations are displayed directly on the chart as default. You can easily see when you’ve bought or sold in relation to the share price and spot in an instant whether you’ve made a wise decision or missed an opportunity.
Tools - View your portfolio holdings as a Heat Map or Performance Table.
The Heat Maps give you a colourful visual representation of which stocks are on the move.
The Performance Table allows you to view in-depth information on the shares you hold. View detailed price information, key ratios and fundamentals and more.
Analysis – Another great feature we’ve added to the Portfolio Tool recently is the ability to analyse your portfolio in terms of sector, market and asset class. Each pie chart on this page will show your portfolio by criteria, and the key displayed below will show you the breakdown in size order so you can quickly and easily evaluate your portfolio to determine if you are overweight or underweight in any area.
Statement – This will show you every transaction you have made as well as any Dividends that have been paid to you and any corporate actions that may have happened.
The Dividends and share splits are calculated by Digital Look and then shown at the top of the portfolio page. It is up to you whether you want to accept them into your statement or not!
Alternative Investment – This allows you to put other investments that we do not cover on Digital Look such as property.
This does not update automatically so you will need to manually update this.
All you need to do is fill in the boxes
and click “Go” it will now appear in your portfolio
