Tool barTo get in the document you must Click on it's name on the All Portfolio screen.
Once you have entered a specific portfolio the portfolio toolbar will become active. Here is a quick breakdown of the toolbar contents.
The tool bar buttons:
Navigation back to the All Portfolios page.
All Portfolios page gives you access to all your different portfolio's as well as an overview of thier individual and collective performances. To access a specific portfolio click on the portfolios' name in the table.
Navigation to the summary page.
Summary lists all the companies in which you are a share holder as well as the accumulated value of all the shares you have in each company. Summary also totals those figures giving you an overview of your portfolios success.
NB To see a breakdown of the individual share holdings within any one company click on the appropriate figure in the Tot Hold column on the summary page: This will take you to the holdings page.
Navigation to transactions page.
Whenever you make a buy, sell shares or entry in the cashbook, the transaction is recorded here.
Profit and loss
Navigation to the Profit and loss page.
This page lists the associated profit/loss break down for each sell transaction.
The bottom row of the Profit/loss table totals all costs, all proceeds from sale of shares, profit/loss, and giving our an overall percentage gain/loss over the value of all sells.
Navigation to the cashbook page.
Cashbook lists the expenditure and income in your portfolio. When you buy or sell or make a cashbook entry, cashbook logs the, price, quantity, transaction time, cashbook balance @ time of transaction etc.
Will allow you to add a buy transaction to the portfolio.
Enter cash into the cashbook.
Display RNS news relevant to holdings currently in your portfolio
Drop down Portfolio list
Allows you to jump between portfolios from a drop down list at the far end of the bar saving you from going back to the All Portfolios.