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. To display more columns without scrolling, click the > button to widen the table.
You can change the relative position of a column by dragging and dropping the column heading to a new horizontal location.
To resize a column, point the mouse at the right boundary of the column heading. The mouse pointer changes to a horizontal resize icon. Hold down the left mouse button while moving the mouse left or right, and then release the mouse button when the column width is as required.
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, in pence 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.