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How do I create my Personal Portfolio?
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    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.
  1. Once you have located the investment of your choice, simply click the "add" which appears to the left of the stock.     
  2. You will then be prompted to enter your details for this investment, i.e. the number of units owned, the purchase price and date of purchase for the selected equity. If you wish you can choose to leave this information blank and no profit will be calculated.
  3. To complete the process click "submit." and the investment will be added to your Interactive Investor portfolio. Repeat these steps to add additional investments.
If you would like to add stocks to a new folder within your portfolio then repeat steps 1-3 above, but instead click "Add to New Folder" and give this folder a name in the box below.

If you would like to add stocks to an existing folder then repeat steps 1-3 but instead use the drop down box - under the "update portfolio" button to select the correct folder. Next click "submit".

You are able to access your portfolio at anytime by clicking on the Portfolio link in the main navigation bar. This appears at the top of all pages.
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