Portfolio Main View

	The view portfolio screen is the main screen of XS Portfolio and provides a snapshot of any of your portfolios. The portfolio drop list located in the top left of the screen allows you to quickly swap between any of the portfolios that you have open (see Portfolio selection and maintenance screen). The main portfolio list has two modes one a complex mode where your stock positions are displayed in full detail, and a simple mode where more stock positions can be displayed. The mode can be changed via the options form. In the top right is a Internet refresh button which displays a countdown timer, if switched on (see Options screen) , when it hits zero an Internet update will be performed or, alternatively, you can simply tap the button to perform an immediate update.
	To add a new stock position: 1. Tap the Buy button. 2. Select a stock from the stock list screen, if the desired stock isn’t shown then tap the Add button and refer to the Managing your stocks section. 3. By default the stock will be added to your portfolio as a Watch stock, which are displayed in the portfolio list with a Icon, if this is desired then go to step 10. 4. Tap the Short field if desired. Short stocks are display in the portfolio list with a icon, long positions have a icon. 5. Tap the Date field and modify the date, if necessary. 6. Tap the Quantity field and enter the quantity. 7. Tap the Price field and modify the price, if necessary or tap the Update button to obtain the latest price from the Internet. 8. Tap the commission field and modify, if necessary. The commission had been calculated by adding the Market buying costs (or selling if shorting) and the Account trading costs. 9. Tap the debit/credit amount field and modify if necessary. 10. Tap the Select button to add the position to your portfolio or tap the Cancel button to exit the screen without making any changes. Note: If you already have the stock in your portfolio then you may be asked whether you require a new position or whether you wish to add to the current.
To sell a stock: 1. Select the desired stock from the portfolio list and tap the Sell button. 2. Tap the Date field and modify the date, if necessary. 3. Tap the Quantity field and modify the quantity, if necessary. The quantity cannot be larger than your stock holding. 4. Tap the Price field and modify the price, if necessary or tap the Update button to obtain the latest price from the Internet. 5. Tap the commission field and modify, if necessary. The commission had been calculated by adding the Market selling costs (or buying if shorting) and the Account trading costs. 6. Tap the debit/credit amount field and modify if necessary. 7. Tap the Select button to sell the position or tap the Cancel button to exit the screen without making any changes. Note: The stock will be removed from your portfolio only if you sell your entire holding.
To delete a stock: You may delete a stock position by simply tapping the Delete button and providing confirmation when prompted. It should be noted that if you delete a non-watch stock then XS Portfolio will remove the stock from your portfolio and make a counter entry in your trading account.
	To set an alarm: Click on the Alarm icon to hide/show the alarm section. Tap the drop list to set the loss and/or profit type, which can be: <None> Clear the setting. If both profit & loss alarms are cleared then the alarm will be deleted. Change The edit field denotes the price change which will cause an alarm to occur. Change % The edit field denotes the price change percentage which will cause an alarm to occur. Price The edit field denotes the price which will cause an alarm to occur. then tap the edit field to modify the alarm setting. Stocks which have an alarm set are shown in the portfolio list with a icon. Note: You should remember that if you short a stock then the alarm profit and loss are reversed. When an alarm is triggered then the alarms screen will be displayed. Simply tap on stock in the list to display more information or tap Close to close the screen. Alarms can be triggered when the Alarm Set button is tapped or the Portfolio Refresh is tapped and, finally, if the price is modified on the View Stock details screen.
	To view stock detail: Simply tap the View Stock Details button. The Stock view screen contains two duplicate sections. Either section can display current stock trading detail, stock summary detail (P/E, Dividend etc..) and an intra-day stock chart. The intra-day chart will only display price information for each Internet price update performed for the current day and therefore may be empty or display partial data. To change the stock displayed, simply select from either drop list, this is useful if you wish to display and compare details from two stocks. To cycle thru the screens simply tap the left or right arrows. Finally the stock price may be altered by clicking on the price and entering a new stock price, this feature is useful if using XS Portfolio off-line. Displayed just above the stock price is the time of the last trade and is shown in the exchanges' local time, because stock quotes are time-delayed this will not be the current time.