Portfolio Tab
This tab allows you to view and maintain lists of shares that you have purchased or wish to monitor. Click the > button on the right to expand the width of the tab to reveal the entire portfolio table. The tab is returned to its default size when you select another tab or click the < button.
Portfolio list
To display a particular portfolio, select it from the list. If you have made changes to the current portfolio, you are first asked if you want to save those changes.
To create a new portofolio, select the [Add new portfolio] entry at the bottom of the list, type a name for the portfolio, and then press Enter.
To rename a portfolio, select it, edit it, and then press Enter.
To delete a portfolio, select it and then press the Delete key.
Add button
Click this button to add to your portfolio the share selected in the Shares list box. Alternatively, you can add a share by dragging it from the All Shares list box and dropping it onto the portfolio table. Note: To add a share from any list box, select it, and then either press Ctrl + A or click the right mouse button and choose the Add to Portfolio option from the pop-up menu. The added share appears at the end of the table, with the Price Paid value defaulting to the current price and the Date of Purchase defaulting to today. You change these as explained in the help for the Portfolio table.
Remove button
Click this button to remove the currently selected share from your portfolio. To select a share, simply click anywhere on its row in the portfolio table.
Undo button
Click this button to undo changes made to the currently displayed portfolio. If no changes have been made since last saving, the portfolio reverts to the backup. Repeated clicking toggles between the last-saved version and the backup.
Total Paid, Total Now, Total Profit
The section beneath the portfolio sheet shows the Total Paid for the shares in the portfolio, their value Now and the total Profit (the Total Now divided by the Total Paid, expressed as a percentage).
Portfolio table
This table lists the shares in your portfolio, showing for each the Name of Share and the details shown below. To reveal the right-most column(s), use the horizontal scroll bar at the bottom. You can change the relative position of a column by dragging and dropping the column heading to a new horizontal location. To change the position of a share in the list, drag and drop its row heading (showing the share name) to a new vertical location.
To sort the list according to the contents of a particular column, right click the column heading. Right click again to sort in reverse.
To print or export a portfolio, right click the table and select the appropriate option from the pop-up menu.
Change on Day
The change in the share price in the last market day as an absolute difference and as a percentage.
Total % Change
The total percentage change in the share price since purchase.
Average Position
Indicates whether the share price’s shorter moving average is above (+) or below (-) its higher moving average. A change from + to - may be an indication to sell.
Price Now
The current share price.
Price Paid
The amount paid for each share. When you add a new share to your portfolio, this value defaults to the share’s current price. To change the value, double-click it and enter a new price (for example, 36.25).
Date of Purchase
The date on which the shares were purchased. When you add a new share to your portfolio, this defaults to today’s date. To change the date, select the cell, and either directly change the figures in the cell, or click the down arrow next to the cell to display a calendar from which to select a date.
No. Held
The number of shares bought. Double-click the cell to enter this number.
Value Paid
The total amount paid for the shares, which equals the Price Paid multiplied by the No. Held.
Value Now
The amount the shares are worth now, which equals the Price Now multiplied by the No. Held.