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Portfolios

Portfolios serve as the cornerstone of every investor's financial journey, providing a comprehensive snapshot of their holdings and investment strategy. A portfolio typically consists of a curated selection of stocks, bonds, funds, and other assets, tailored to meet the investor's financial goals, risk tolerance, and time horizon. Serving both as a tracking tool and a roadmap for wealth accumulation, portfolios allow investors to monitor their assets' performance, assess their overall investment mix, and make informed decisions to optimise their returns. Whether aiming for capital appreciation, income generation, or diversification, portfolios offer investors a powerful means to structure and manage their investments effectively in pursuit of long-term financial success

How can Portfolios help me?

Portfolios allow for spreading investments across different asset classes, reducing overall risk exposure.
By monitoring asset performance, portfolios enable investors to assess and mitigate risk effectively.
Portfolios can be structured to align with specific financial goals, such as retirement savings or wealth accumulation.
Portfolios provide a centralised view of investment performance, facilitating informed decision-making and strategy adjustments.

Transaction History

Our history for your portfolio provides a detailed record of all buying and selling activities within the portfolio, including the date, time, quantity, and price of each transaction. This information enables investors to track their investment decisions, review past trades, and analyze the performance of their portfolio over time.

Cash Book

The cash book for a portfolio serves as a record of all cash inflows and outflows associated with investment activities, tracking deposits and withdrawals. It provides investors with a clear overview of their available cash balance and helps them track the movement of funds in and out of their portfolio.

Customisation

Our portfolios can be customized to align with your financial targets, by showing precisely the information you need to know. This customisation allows investors to tailor their portfolios to meet their specific needs and objectives.

Performance Tracking

Our portfolios provide a centralised platform for tracking the performance of individual assets and the overall portfolio. Investors can monitor portfolio performance over time, assess investment returns, and make informed decisions to optimise portfolio performance.

Frequently Asked Questions

What is an online portfolio?

An online portfolio is a digital platform or tool that allows investors to manage their investment holdings, track performance, and access financial data and research resources over the internet.

How do I create an online portfolio?

Creating an online portfolio requires signing up for an account, and then creating a new portfolio on the portfolios homepage. From there you can add your investments and customise the portfolio to meet your specific needs and preferences.

Are portfolios free to use?

Yes, our portfolios are completely free for any registered user of London South East.