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. Howe ...
- 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 MyP ...
- 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 no ...
- 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 a ...
- What 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 ...
- What are the right click menu options in the Quotestream portfolio?
Using your Right mouse button, you can Right-Click on a Symbol in your Portfolio and a selection of options will appear. You can
Add a Row to your Portfolio
Add, Edit, or Remove a Symbol
...
- 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 t ...
- What 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 ...
- 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 i ...
- 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 ...
- 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 portf ...
- Why 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 bi ...
- How do I create or edit my Quotestream portfolio?
There are two places to access the Portfolio editor. You can use the File Menu at the top of Quotestream II, and select 'Edit Portfolios', or you can click the 'Edit' icon in the Portfolio module: ...
- I have deleted a stock from my portfolio but I continue to receive the daily summary, how can I stop it?
The Alert and portfolio information are stored separately and therefore
removing one will not affect the other. If you remove a stock from your
portfolio but continue to receive a daily summary ...
- 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 portfol ...
- 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 rele ...
- When 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 ...
- How can I move or change the order of my entries in my Quotestream portfolio?
You can easily move an entry to a different row by clicking on the symbol, holding your mouse button down, and dragging the symbol to a different row:
- When I try and access My portfolio, no log in box appears and I am asked to re-register. Why is this?
This issue is connected to your Browser settings and can be rectified in the following manner: If you are using Internet Explorer open a browser window and click onto the "tools" option which appe ...
- How many portfolios can I manage? How many symbols can I enter in each portfolio?
Quotestream users are permitted to enter up to a maximum of 10 portfolios. Each portfolio may enter up to a maximum of 52 symbols.
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