You should find the new section easier to access and much more straightforward to use than the previous system. Note also that you can email your WatchLists from this section, if desired. All the old functionality is still there - it has simply moved to a better location. Creating, modifying and using Templates is now much simpler. You will find that your old templates have been carried across to the new system.
Templates are now much more convenient to both manage and use.
In response to feedback from many of our users, we have refined the Share Holding Valuation. Closed Holdings Report - this is the list of securities which you have sold. The reason for producing two separate reports is that the two different groups really need to tell different information. The Open Holdings Report is concerned with securities that you still hold. When viewing these securities, you are interested in knowing how well they are performing and what their worth would be if you were to sell them.