How to: Review your portfolio

Bell Direct
September 9, 2020

In this instalment of our How to: Demo Series, Jess covers how to review your portfolio. It’s important to stay abreast of markets and act quickly on opportunities, which is why our software allows you to make portfolio review changes quickly and easily.

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Today we’re going to walk through how to review your share portfolio.

It’s also important for investors to stay abreast of markets and to act quickly on opportunities, which is why our software allows you to make portfolio review changes quickly and easily.

You can see your share portfolio directly on the market overview page as soon as you log in.

Now your share portfolio is listed in the same panel as your watch screen and current orders.

If you have multiple trading accounts, you can select any of your accounts from the drop-down list.

As you choose different portfolios, the portfolio update panel will reflect relevant news and ASX announcements based on the stocks and securities that you currently hold.

You can also buy or sell directly from your portfolio or even sell all or reduce your holdings in one easy step.

Now if you want to stay on top of your daily portfolio performance, you can get an email update at the end of each day by clicking on this button.

You can also pop out your portfolio onto a separate window and leave it on your desktop throughout the day, helping you to keep track of your portfolio.

And if you want to see how your portfolio performed during the day, click this button.

And if you want to see your total unrealized profits or losses in your portfolio, click here.

Or if you want a more detailed view of your portfolio, go directly to portfolio manager.

Here you can adjust the cost base of any shares you’ve transferred across from another broker.

Once you click the update button, the cost value is reflected in your portfolio and in the unrealized profit and loss calculation.

And that’s it!

Reviewing your portfolio is as easy as that.

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