Portfolio & Watchlist Introduction

Our Portfolio & Watchlists allow you to monitor a customised group of securities. You can set up multiple Portfolios and multiple Watchlists to help you better manage your investments.

Portfolio - allows you to record the number of shares you own of each security and will calculate your running profit/loss plus the current holding value of each security.

Watchlist - simply shows you the current price of each security in the list. This is useful if you are tracking a group of shares you don’t yet own, and do not need to enter holding details.

Please note: Digital Look does not operate a dealing service. Your portfolios and Watchlists allow you to monitor a group of securities, but you are unable to execute a trade using your Portfolio. You will need to contact your broker for this..

Creating a Portfolio or Watchlist

To create a Portfolio or Watchlist, you need to log into your account.

Step One: Click “My Portfolio's” in the toolbar found at the top of every page.

This will show you the list of Portfolio and Watchlists that you already have.

Step Two: Select the ‘create a New Portfolio’ link.

Step Three: Write the name for your new Portfolio - We recommend using a descriptive name, such as ‘Penny Shares’ if you are creating a portfolio of small cap companies.

Step Four: Click on Go.

This new portfolio will now show up in the list on the “My Home” page.

Adding a security to a portfolio or Watchlist

There are two ways that you can add a security to your Portfolio or Watchlist.

Option one

Step One: Go to your portfolio page by clicking on Investing - seeing the list on the left hand side of the page - click on Portfolios & Watchlists

Step Two: Once you are in your portfolio list - click on add to portfolio

Step Three: A pop up window will appear - put the ticker of the company and then click "Search"

Step Four: A list of companies matching your search will appear – I have used VOD in this example - click on the box near the company name (which should then tick the box) and then click on "Select"

Step Five: Have a look at your portfolio - the company should now appear in there.

Option Two

Step One: Using our search engine - put in the company name or ticker and then click on Search

Step Two: Choose the company that you want from the list that appears once the search is done.

Step Three: Once in the company page - click on the "Add to Portfolio".

Step Four: A white box should appear and the background should get shaded - click on the box which is on the same line as the portfolio you want it to be added to and then click on "Update".

Step Five: Have a look at your portfolio - the company should now appear in there.

Entering Editing your holding

If you are monitoring shares that you already own, you may wish to enter your holding amount and transaction costs.

Step One: Click on the ‘add shares’ button next to the security name in your portfolio.

Step Two: Choose whether this transaction is a Buy or a Sell

Step Three: Put how many shares were bought or sold.

Step Four: Input how much you paid for these shares.

Remember: this is in pence not pounds!

Step Five: Input how much commission you were charged.

Step Six: Input how much Stamp duty you were charged.

Step Seven: Finally, put in the date that this transaction happened.

Step Eight: Click on “Save Trade”.

You will then be taken to the “Transaction History” page where you will be able to check that the details are correct.

If they are not then you can go back and change them by clicking on “Edit”

You will be taken to “Edit Transaction” page where you can make your changes.

If they are correct then you can click on “View Portfolio >>>” link which will take you to the Portfolio Summary page.

You can now see whether you Portfolio is in Profit or Loss by looking at the Profit/Loss column.

Please note that if you make multiple purchases or sales of a single security,

The security will only show up once in your portfolio but all transactions will be included in the holding, holding value and profit/loss calculations.

If you make a mistake, click on the ‘history’ button to edit your holding details.

Managing your portfolio

There are several portfolio management options available to you.

Selling of a Security

Step One: Click on “add shares”.

Step Two: Choose “Sell” from the drop down menu and fill in the appropriate boxes

Click on “Save Trade”

Step Three:

This will now take you to the Transaction History of this security and it will show you when you when this security was bought and sold.

Step Four:

When you return back to the Portfolio overview you will notice the holdings on this company is now zero.

Now, you have three options here

1. Keep security on the summary page
2. Put it into the archives
3. Delete it completely

Option One

This is the easiest option to explain. However, not the most practical.

If you have a lot of securities it is sometimes advised to only have securities’ that you are investing in at that moment on this page.

This is your decision though.

Option Two

This is the most recommended option as it still keeps a record your transactions with this security.

Step One: Click on the hide button (the yellow exclamation mark) that is next to the security.

You will then be asked if you want to hide this security. Click “OK”

The Security will then be put into archives

Step Two: To see the archives – click on “View hidden securities”

You will then be taken to the archives page where all the securities are kept which have been hidden

If you decide to reinvest in this company and would like to put it back into the portfolio summary page then click on the “Unhide button” (the blue tick) next to the security

Once again you will be asked again if you want to unhide this security – click “Ok”

The security will now reappear on the portfolio summary page.

Option Three

If you do decide to delete this security then you will delete its transactions history complete.

Look at is as if you have a filing cabinet.

Every security you have invested in has its own file. In each file is all your statements and records of the buying and selling of the security.

To delete this security from your portfolio would be like grabbing the security’s file with all the statements and receipts and throwing it in the bin. There is then absolutely no record (or file) to show that any of those transactions occurred.

Most of us would still like to keep the record so maybe we would move it to a separate draw (archiving it)

Step One: Click on the “Delete” button (the red cross)

You will be asked if you want to remove this security from your portfolio. – Click “Ok”

The security will now be removed from your portfolio as well as from you statement.

Portfolio Statement

You can see a portfolio statement that shows the cash flow of your trading account by clicking on 'portfolio statement'.

This will also include any Dividends that your invested company has paid you.

Note that every time you ‘purchase’ a share this will impact your cash balance negatively and vice versa for every sale. To get an accurate reflection of your trading account, you will need to add the amount of money you have started with in your trading account by selecting ‘edit cash balance' located at the bottom of the portfolio screen.

The tools in your portfolio

You can select to view your portfolio in a different format.

Real-time - View live streaming prices on your portfolio

You have two options for Real time streaming

You can see the Prices View

Or the Trades view

News – View our market leading ShareCast news service for your portfolio – simply click on the News tab. Also find all regulatory news for the shares you hold in the News tab as well.

You can sort the newspaper by category

Or source

Company Research

There are many options under this tab

Results – See all the latest results from the companies in your portfolio as well as when the upcoming results are likely to be told.

Director Deals – View all director buys and sells for the last 90 days for all companies in your portfolio quickly and easily via our Portfolio Director Deals View. The Director Deals Centre is available via the Company Research tab.

Broker Views – Find out which of your holdings the experts are tipping in an instant with the Portfolio Broker View, also available via the Company Research tab.

Key Dates – Get a personalised version of our useful Company Diary through the Portfolio Key Dates View. Save time going through all upcoming announcements and see instantly which of your companies have upcoming results, meetings, dividend payments and more.

Charts – Click on the Charts tab to view charts for your holdings without having to navigate away from your portfolio. The drop down menu is automatically populated with all companies in your portfolio and trade annotations are displayed directly on the chart as default. You can easily see when you’ve bought or sold in relation to the share price and spot in an instant whether you’ve made a wise decision or missed an opportunity.

Tools - View your portfolio holdings as a Heat Map or Performance Table.

The Heat Maps give you a colourful visual representation of which stocks are on the move.

The Performance Table allows you to view in-depth information on the shares you hold. View detailed price information, key ratios and fundamentals and more.

Analysis – Another great feature we’ve added to the Portfolio Tool recently is the ability to analyse your portfolio in terms of sector, market and asset class. Each pie chart on this page will show your portfolio by criteria, and the key displayed below will show you the breakdown in size order so you can quickly and easily evaluate your portfolio to determine if you are overweight or underweight in any area.

Statement – This will show you every transaction you have made as well as any Dividends that have been paid to you and any corporate actions that may have happened.

The Dividends and share splits are calculated by Digital Look and then shown at the top of the portfolio page. It is up to you whether you want to accept them into your statement or not!

Alternative Investment – This allows you to put other investments that we do not cover on Digital Look such as property.

This does not update automatically so you will need to manually update this.

All you need to do is fill in the boxes

and click “Go” it will now appear in your portfolio