http://knowledgebase.iii.co.uk en-us http://knowledgebase.iii.co.uk ActiveKB NX tim@iii.co.uk Sat, 21 Nov 2009 22:44:30 GMT 20 http://knowledgebase.iii.co.uk/questions/37/ 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 ... Bill Kay Thu, 20 Apr 2006 00:00:00 BST http://knowledgebase.iii.co.uk/questions/38/ 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 servi ... Bill Kay Thu, 20 Apr 2006 17:12:07 BST http://knowledgebase.iii.co.uk/questions/45/ 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 t ... Bill Kay Thu, 20 Apr 2006 17:25:07 BST http://knowledgebase.iii.co.uk/questions/137/ 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 ... Bill Kay Tue, 25 Apr 2006 11:40:50 BST http://knowledgebase.iii.co.uk/questions/138/ 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 portfol ... Bill Kay Tue, 25 Apr 2006 11:41:43 BST http://knowledgebase.iii.co.uk/questions/139/ 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 portf ... Bill Kay Tue, 25 Apr 2006 11:42:20 BST http://knowledgebase.iii.co.uk/questions/140/ 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. Bill Kay Tue, 25 Apr 2006 11:42:43 BST http://knowledgebase.iii.co.uk/questions/141/ 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 t ... Bill Kay Tue, 25 Apr 2006 11:43:08 BST http://knowledgebase.iii.co.uk/questions/142/ 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 yo ... Bill Kay Tue, 25 Apr 2006 11:43:37 BST http://knowledgebase.iii.co.uk/questions/143/ 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 th ... Bill Kay Thu, 24 Aug 2006 21:55:36 BST http://knowledgebase.iii.co.uk/questions/144/ 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 gi ... Bill Kay Tue, 25 Apr 2006 11:48:37 BST http://knowledgebase.iii.co.uk/questions/145/ 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 i ... Tim Huckle Fri, 21 Jul 2006 20:24:22 BST http://knowledgebase.iii.co.uk/questions/146/ 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 ... Contact Centre Wed, 02 Aug 2006 11:24:05 BST http://knowledgebase.iii.co.uk/questions/147/ 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 ... Bill Kay Wed, 02 Aug 2006 11:21:55 BST http://knowledgebase.iii.co.uk/questions/148/ 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 a ... Bill Kay Tue, 25 Apr 2006 11:58:37 BST http://knowledgebase.iii.co.uk/questions/149/ 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 ... Tim Huckle Tue, 02 Jan 2007 08:41:17 GMT http://knowledgebase.iii.co.uk/questions/150/ 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 ... Bill Kay Tue, 25 Apr 2006 11:59:36 BST http://knowledgebase.iii.co.uk/questions/151/ 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. Howe ... Bill Kay Tue, 26 Feb 2008 16:36:10 GMT http://knowledgebase.iii.co.uk/questions/152/ 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 bi ... Bill Kay Tue, 25 Apr 2006 12:01:07 BST http://knowledgebase.iii.co.uk/questions/153/ 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 cl ... Bill Kay Tue, 25 Apr 2006 12:01:32 BST http://knowledgebase.iii.co.uk/questions/154/ 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 ... Bill Kay Tue, 25 Apr 2006 12:01:55 BST http://knowledgebase.iii.co.uk/questions/155/ 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 ... Contact Centre Thu, 31 May 2007 12:18:51 BST http://knowledgebase.iii.co.uk/questions/156/ 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 no ... Bill Kay Tue, 25 Apr 2006 12:04:54 BST http://knowledgebase.iii.co.uk/questions/157/ 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 passe ... Bill Kay Tue, 25 Apr 2006 12:05:45 BST http://knowledgebase.iii.co.uk/questions/158/ For the free non-subscription Interactive Investor Portfolio service, prices are updated in the following way: London Equities, Indices, Bonds and Gilts delayed by 1 ... Bill Kay Tue, 25 Apr 2006 12:09:23 BST http://knowledgebase.iii.co.uk/questions/159/ 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 t ... Bill Kay Tue, 25 Apr 2006 12:10:24 BST http://knowledgebase.iii.co.uk/questions/165/ 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 E ... Bill Kay Tue, 25 Apr 2006 12:16:04 BST http://knowledgebase.iii.co.uk/questions/166/ 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 MyP ... Bill Kay Fri, 25 Aug 2006 17:18:42 BST