Navigating Portfolio
Portfolio
Under Portfolio, you will find your Account Portfolio, Internet Banking (FPX) and Portfolio Manager.
- Account Portfolio contains all details pertaining to your Trading Accounts.
- Internet Banking (FPX) is where you can make fund transfers to your Trust Account for payments.
- Portfolio Manager enables you to create multiple portfolios to track your stock's live performance.
Click here to view your account details, make payment or set up your portfolio
Account Portfolio
Filtering options to list stocks in your portfolio according to your viewing requirements
To view, download or print your Daily Contract Notes or Monthly Statement, click on Statement
Detailed information of your Trading Account and trading activities can be found on these separate tabs when you click on Account Portfolio
Click on the dropdown menu 'Account Portfolio' to view all details of your account and shareholdings
Total average buy value for each counter
Total estimated gross market value by Last Done Price
Total estimated Profit & Loss (Gross Market Value less Buy Value)
Portfolio Manager
Click here to create a new portfolio
Click here to enter your "Buy" and "Sell" transactions