Stocktrade

Execution Only Stockbrokers

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View Portfolio

The Portfolio function provides the customer with all their holdings with a current valuation. From this page customers will be able to get a clear picture of the performance of their portfolio by stock and in total. By refreshing the page this will update any recent trades that have taken place and bring back the most up to date price of the investment.

There is a Trade button (T) in the far right hand column that will open the trading screen to allow transactions to take place on the selected security.

Portfolio screen