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Basic ADVFN Video Help
ADVFN HomeHelpPortfolioTutorialInside your portfolio
Tutorial
  Inside your portfolio
  Adding a buy
  Entering a Sell
  Viewing all Transactions
  Cashbook
  Starting your portfolio

Inside your portfolio

Clicking on the name of your newly created portfolio will take you to the..

Summary page
Summary displays all the current holdings in your portfolio.
Summary lists all the companies in which you are a share holder. You may have bought shares in the same company at different times at different prices; summary shows the accumulated values of all the trades in a single company.

For a detailed breakdown of Summary page Click here


NB 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:

    All portfolio
    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.
    See previous chapter Click Here

    Summary
    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.

    Transactions
    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.

    Cashbook
    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.

    Add buy
    Will allow you to add a buy transaction to the portfolio.

    Cash entry
    Enter cash into the cashbook.

    RNS news
    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.
NEXT: (Adding a buy) Click here


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