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Customisable display

Customisable display

Display the holdings in your portfolio the way you want, in the order you want.

Log in and customise your portfolio

Customisable display

Customisable display

Display the holdings in your portfolio the way you want, in the order you want.

Customise your portfolio

Customisable portfolio display

Customisable portfolio display

It's easy to start customising your online portfolio display. Log in online and click 'Add/remove columns' located at the top right-hand side of your portfolio overview.

What you can view

What you can view

You can choose from eight display options including:

  • Daily price change (£ or %)
  • Yield
  • Daily value change (£ or %)
  • Current value
Reordering columns

Reordering columns

If you want to change the order you view each column, simply click 'reorder columns' and drag them into a new location.

Reordering columns

Group alphabetically or by stock type

View your holdings alphabetically or grouped by funds, shares and investment trusts. Select 'Group stocks by type' or 'Display alphabetically'.

Reordering columns

Detail buys, sells and income by holding

You can now view a breakdown of your buys, sells and income for a particular holding. Simply click on a stock's name to see each deal, the average price paid and all income received.

Log in and customise your portfolio

Customise your portfolio

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