Help Centre - ShareInvestor.com

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Portfolio

Portfolio

ShareInvestor Station's Portfolio tracking system features the following unique features, allowing you to be kept up to date with all the latest happenings pertaining to your stocks.

  • Portfolio Manager - With 20 portfolio of up to 80 counters each and integrated with real-time streaming stock prices.
  • Transaction History - Transaction history allows you to view all individual transactions made on each stock.
  • Capital Distribution - Portfolio allocation breakdown of your stocks in pie chart format.

Portfolio Manager

Our portfolio system allows you to store up to 20 portfolios. Each portfolio can contain up to 80 counters. The portfolio system is integrated with real-time streaming prices.

Transaction History

Transaction History

Transaction History records all your transaction with the transaction manager. This is especially useful if you trade through multiple brokers and wishes to have a single place to record all your transactions and gives you your profit and loss.

Other than Buy and Sell transaction, the system also allows you to track Bonus Issue, Divided, Share Split and Share Consolidation.

Capital Distribution

Capital Distribution

The portfolio Allocation chart allows you to track the percentage makeup of the different shares in your portfolio.

Misc

To ensure that the portfolio profit and loss is calculated accurately, our portfolio manager also takes into account exchange rates. The exchange rates are pulled automatically from our system or it can be specified manually by you.