Interactive Investor home page [Logo]

Knowledge Base

Welcome to our knowledge base. To find what you're after, use the search box below or choose a category to view listed questions.

Search the Knowledgebase

Browse by Category

Advanced Search
View Questions by Category
Category Icon Email Alerts (5)
Portfolio rss button
(Page 2 of 2)     Prev | 1 | 2 | Next
There were 28 questions found in this category:
  1. questionWhat is new about the portfolio?
    The new portfolio has been extended to allow you to track your wealth. You can now keep track of assets in addition to your investments such as your house and your debts like your mortgage. The summary will show whether how you are doing. There are 4 tabs in your portfolio representing your summ ...
  2. questionWhat is the most secure way to log off the portfolio system?
    When you have finished viewing your portfolio you should click the Log out button on the right hand side of the top navigation bar. If you are using a shared computer it is suggested that you do not favourite/bookmark your portfolio or save your username and password.
  3. questionWhen and how often are my investments updated?
    For the free non-subscription Interactive Investor Portfolio service, prices are updated in the following way: London Equities, Indices, Bonds and Gilts delayed by 15 minutes NASDAQ and New York Equities delayed by 20 minutes Unit Trusts, Pensions, Insurance, Split Investment Trusts, Conv ...
  4. questionWhen I add a Gilt to my portfolio the Value figure seems to be an overly large figure. Why is this?
    Gilts are priced slightly differently from other investments within the portfolio and therefore when you enter the price and unit information you will need to follow these guidelines. Gilts are priced in pounds (for the bid, ask and price) and this price is a reflection of a "batch" of gilts whi ...
  5. questionWhen I click on the Buy button within Portfolio I get an error or the page cannot be displayed?
    This could be due to the version of the web browser that you are using. You can try and fix this by either updating the security settings or upgrading your browser. Technical help on how to do this is provided here.
  6. questionWhich price does Interactive Investor use for the portfolio valuation and profit calculation?
    This depends on the type of portfolio entry (i.e. London Equity, Unit Trust etc.). The table below shows on what basis the value of each investment is calculated. If the first price in the list is not available the next in the list is used. For example, if the bid price is not available for a Lo ...
  7. questionWhy do the prices of my investments go up and my portfolio profit stays the same?
    The value of the investments in your portfolio is usually based on the bid price. (See the "Which price does Interactive Investor use for the portfolio valuation and profit calculation?") The bid price is the price you will get if you decide to sell (assuming the number of shares sold is within ...
  8. questionWhy is my profit a very high negative number?
    You may sometimes have a very high incorrect negative number in the profit column. This is usually because the purchase price was entered in pence rather than pounds. In order to rectify this click onto the "edit" tab next to the stock involved. On the next page which appears alter the purchase ...
(Page 2 of 2)     Prev | 1 | 2 | Next