Regular portfolio housekeeping is essential when it comes to staying in control of your investments - and it's our aim to make that as simple as possible. With the latest advancements on the platform we've introduced a range of improvements that will make portfolio management quicker and easier, saving you time and effort.
See the number of shares held when adding to portfolios and logging trades
When you have multiple portfolios and watchlists, it is easy to lose track of which shares you hold in which portfolio. As a result, you can end up switching back and forth between portfolios in an effort to find individual securities and track down the number of shares you hold in them. To help ease this, we have updated the 'Add to Folio' button-menu, which is located in various places around the platform. Now, when you select a stock, the menu shows both the portfolio that it's held in, plus the holding value in each portfolio. This takes away the guesswork and lets you quickly discover which folio a selected stock is in, and the number of shares you hold.
As part of this change, we've also made further improvements to the transaction form in folios. When adding transactions like 'sells' to a portfolio, it used to be the case that while you might have sold an entire position, you may not recall the precise number of shares involved. This meant you would have to refer back to your list of holdings. From now on, the holding value of each position at a given date is shown on the transaction form, which you can click to apply. Again, this saves time and the inconvenience of switching back and forth between pages to find the information you need.
Stock Splits and Dividends - new tools to make them easier to handle
Improvements to the transaction form in folios has also been extended to the dividend form. A known issue with dividend record-keeping is that brokers don't always pay dividends on the payment date. This can cause a few days of delay in dividends being reflected in a portfolio. To help you manage this issue, we've changed the dividend form so that it now provides a suggested dividend on the payment date and up to three days afterwards - adding more flexibility to recording dividend payments. In addition, we've also added the option…
