A stock/fund that is in my portfolio is now displaying with the price details as n/a - why is this?
There could be a number of reasons why this would occur but ultimately it is because there is no data behind the feed for example when a stock has altered its name or ticker symbol then the price details would display as n/a.
- Can I have more than one folder/portfolio with the same username and password?
Yes. To do this follow these steps: Search for an investment as usual and click the "add" tab In the page that appears add the number of units owned and the purchase price. However before clicking on the "submit" button, click the box which reads "add to new portfolio " and give this a name in ...
- Can I rename folders within my portfolio?
You cannot directly rename portfolio. However you are able to copy the stocks into a new portfolio (with the required name) and then delete the old portfolio. It is not advised to delete the MyPortfolio portfolio To copy stocks into a new folder click onto the main "edit" tab which appears just ...
- How do I add a debt to the portfolio?
In either the Shares and Funds page or the Debts page click the Add a Debt button. Step 1. Choose an existing portfolio to add your debt to or choose add to new portfolio to create a new portfolio Step 2. Choose the Debt Type, choose the Provider from the drop down list or type one in, give it ...
- How do I add an asset to the portfolio?
In either the Shares and Funds page or the Other Assets page click the Add an Asset button. Step 1. Choose an existing portfolio to add your asset to or choose add to new portfolio to create a new portfolio Step 2. Choose the Asset Type, give it a Name, enter the Current Value and the Origina ...
- How do I add notes to my portfolio?
Click the edit link on an item in your portfolio and enter your note in the Notes box. When you go back to your portfolio you will see an icon in the notes column. If you hover your mouse over this then you will see your note.
- How do I create my Personal Portfolio?
First locate your investment in our Quotes section or by using the search engine provided in portfolio. For tips on searching for investments see questions 1-3 above. Once you have located the investment of your choice, simply click the "add" which appears to the left of the stock. You will then ...
- How do I delete a stock entry from my portfolio?
Click onto the "edit" button which appears on the left hand of the stock on the portfolio page. To delete the investment from your Portfolio, ensure the "Delete Entry" toggle is selected and press the "Submit" button.
- How do I edit my portfolio?
By clicking onto the main Edit link which appears near the top of the portfolio page (to the right of your name) you will be taken to the Edit Portfolio screen. Here you will be able to delete and/or copy individual entries and also delete and/or copy whole portfolios. When on this page follow t ...
- How do I edit the details of a portfolio entry (i.e. units owned, purchase price)?
To edit your units owned, purchase price (pence per share) and date of purchase click on the "edit" to the right of the investment name within the portfolio. On the next page fill in the relevant details, toggle the "update portfolio" button and click "submit".
- How do I log off the portfolio system?
When you have finished your session viewing your portfolio you should click the 'X' box in the right hand corner of the browser. If you are using a shared computer it is suggested that you do not favourite/bookmark your portfolio or save your username and password.
- How should I search for warrants on the portfolio system?
Bonds and gilts are often listed with truncated titles. This means that entering the whole title will result in "no match found" being returned. The best way to see if we list the bond and/or gilt that you are searching for is to type the year of maturity only. Therefore to find ABC 6 1/2% Loan ...
- I am having problems with my streaming data. What should I do?
If you have any queries relating to the streaming data product please see the Streaming Data help section for help in identifying and rectifying any issues. Also please check the customer services page for details of general issues which may be effecting the streaming. If you would like to con ...
- I can't find a stock or a fund which I am looking for, does this mean that Interactive Investor does not track it?
Not necessarily. Here are some tips for searching for equities on the portfolio system: Initially only type the first couple of letters of two of the words within the stock or trust title into the "Add investment" box. This will bring back the widest list of possible matches. For instance by typ ...
- I have changed my email address and/or other personal details, How do I alter these with Interactive Investor?
In order to update any of your personal details, click onto your name near the top of portfolio screen. Alternatively you can click onto the "My profile" link which appears on the homepage and the customer services page.
- I know that a stock has changed name or ticker symbol, will this be automatically reflected in my portfolio?
No. What you will need to do is firstly click onto the "corporate Actions" tab that appears in the main navigation bar for that stock. This will tell you the current actions that have been passed through, for instance, a change of ticker symbol or title. Next you will need to delete this stock f ...
- Is there one page which lists FTSE 100 stocks or all FTSE sectors together?
Yes. You will be able to find this page by clicking onto the "Shares" link at the top of any page and then from here by clicking onto the "UK Equities" link below. This will take you to the UK Equity Centre. Here you will be able to list stocks by Most Active, The Winners and Losers, Sectors an ...
- What do the Bid and the Ask refer to within the portfolio?
If you want to buy an investment, you pay the Ask (or the offer) price and if you want to sell, you pay the bid price. The Ask is higher than the bid price and the difference between the two is known as the spread. For other key investment terms you may wish to read our glossary.
- What does the summary page show you?
It show the total value of your assets and the profit you have made on them. The total for your debts and your overall position.
- What have you got planned for the future?
We have a roadmap for the portfolio to make it the premier tool for managing and planning your financial future. In the short term we will integrate the new money centre search tools to allow you to compare rates for your mortgage, loans, credit cards and more.
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