On To access the portfolio tool, you must first register and select a user name and password. If you have already registered with us and have a user name and password, you may log in now. If you have not registered, please go to the registration page. Creating or Editing Your Portfolio To set up your portfolio for the first time, you must register and log in. After logging in, a screen will appear with the following 6 headings.
Stocks are available from many exchanges across the world.
UK Unit trusts can be selected, and personal items such as cash may also be entered into the portfolio. This is not required when 'unit trusts' or 'other' are selected as the Investment type. Symbol - Stock symbol. Please enter a symbol for the Stock or Unit Trust. If you are unsure of the symbol then click the 'Search for Symbol' link on this page.