PORTFOLIO

mj653
22 Mar '12

We probably need BOTH portfolio types "Simple Front Line" and "Accounting/achieval". The current one is just so simple and quick use and also forgiving (if its wrong just delete and re-enter simply elegant).
The new one may well meet the Investors Chronical and Hargreaves and Barclays standards of complexity BUT simple and fast is good also!

flushfrank
8 Jun '12

Any chance of having a percentage column added alongside the profit/loss ? This would enable to see quickly not just the £ value but the percentage up /down on the investment ?? Other than this it's great

DonWalton
18 Sep '12

Greetings from a new member.

I tried to enter some demutualisation shares in the new portfolio, but it refused to accept a purchase price of zero. As HMRC considers the acquisition price as zero for CGT purposes, I feel the portfolio should be able to reflect this.

As a workaround I entered the price as a tiny fraction of one penny (0.0001p) which the portfolio rounded to zero, but of course there may be hidden gremlins doing it this way.

CMIC
3 Oct '12

Can anyone tell me how to view the "notes" I have added to transactions?

Scott
4 Oct '12

Hi CMIC.

Within the Portfolio, click on the 'Transactions' tab, and then on 'Order ref.' of the particular share you want to see the notes for.

CMIC
4 Oct '12

Thanks for that Scott - easy when you know how - but how do I view the notes I've added to cash book entries?

Also (am I allowed two questions?) I tried to add a transaction in Zanaga Iron Ore (ZIOC) today and got an error message (I think it said Error 500 internal server error) Any ideas on that one!?

Richard
5 Oct '12

Hi CMIC,

Ah, it would appear there is currently no way to see notes on cash transactions, thanks for pointing this out. I've added this to our development to-dos, and will update you when this is rectified. Apologies for the inconvenience in the meantime.

If you can try adding the ZIOC transaction again, it may of just been that the server was busy. Let us know if this problems persists (and ideally at what time the error happened), and we'll look into it in more detail.

Thanks,
Richard

CMIC
5 Oct '12

Many thanks Richard, I've now added the ZIOC transaction successfully. The notes problem is no big deal, but I appreciate you looking into it. Otherwise, I'm very happy with the portfolio system and as treasurer of an investment club I find it invaluable for sharing information with the members

deividas10
18 Oct '12

Hi there, can somebody explain me how to buy shares here :))) as no credit card details asked so far or they are asked later when you subscribe to some sort of a platform. Cheers

Scott
18 Oct '12

Hi deividas10. Our Portfolio is purely a 'dummy' system for you keep track of practice trading or perhaps Shares you buy elsewhere through an official trading platform.

Best, Scott.

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