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Dow Jones

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Portfolio

All Portfolio


	Tutorial
	Portfolio/ Portfolio Help Overview
	All Portfolio
	Tool bar
	Summary
	Holdings
	Transactions
	Profit & Loss
	Cashbook

All Portfolio

Advfn allows you to make multiple portfolios, which you can see and access via the "All portfolios" screen. Along side the listing for each portfolio there is a synopsis of it's performances.

To access a portfolio click on the portfolio's name on this page.

To create a new portfolio type it's name into the 'New Portfolio'text field at the bottom right of the screen and click the add button or press return.

To delete a portfolio click on the tick box against the offending portfolio in the 'R' column then click the 'remove button' in the botton left of the screen.

'All Portfolios' table parameters

Total cost
The purchasing cost of your shares including brokers fees

Total value
The current value of the shares using current prices

Profit/loss
The profit/loss made on current share holdings only.
The difference between the current cost of you shares (total cost) and the current value of your shares (Total value)

Cash Value
Is the Cashbook balance
To find out more about cashbook CLICK HERE.

Eval Value
Shows the current total value of holdings plus the balance in the cashbook.
It shows (excluding trading charges) you how much cash would be released if you sold your holdings.

Daily Perf
Daily performance is the change in pence between the (current bid - prev close bid) multiplied by the total holding. So it shows how much your shares prices have moved in cash value.

"R" (remove)
The last column labelled "R" each portfolio has a tick box in the "R" column. If you tick the box then click the remove button in the bottom left of the screen you will remove that portfolio entirely from our data base. There is no undo for this command.