XS Portfolio

Portfolio
After launching XS Portfolio, the portfolio selection and maintenance screen will be displayed. From this screen you can open your portfolios, create new ones or edit your existing ones.

New
To create a new portfolio simply tap the New button and you will be taken to the Add/Modify portfolio screen.

Open Portfolios
To open the selected portfolio simply tap the button which will take you to the View Portfolio screen.

Portfolio list
To open selected portfolios simply tap the checkbox on the desired portfolio list line.

Delete
Simply tap the delete button to delete the selected portfolio. Note: Confirmation will be required.

Creating or Modifying Portfolio's
Before you can add your favourite stocks you need to create a portfolio. To create a new portfolio simply tap the New button on the portfolio selection screen or to edit an existing one tap the desired portfolio line and then tap the Edit button

To create a new portfolio or modify an existing one:

1. Tap the Portfolio name edit field and enter the name for the portfolio.

2. Tap the Abbreviation edit field and, if desired, enter an abbreviation for the portfolio. The abbreviation will appear alongside this portfolios’ transactions in the accounts screen and is a useful feature if you have more than one portfolio operating from one trading account, for example if you and your partner share one trading account.

3. Tap the description edit field and enter a description for the portfolio.

4. Select an account from the account drop list. If you select ‘No account’ then your portfolio can only contain watch stocks but it will be able to hold stocks with different currencies which is useful for monitoring market indices. If you wish to modify the selected account simply tap Modify or tap New to create a new account, see Add/Modify Account for more information.

5. Tap Update or Create to create the portfolio or tap Cancel to return to the Portfolio selection screen without making any changes.

Accounts

Add or Modify Account
During the creation of your portfolio or if you modify it later, you may be required to provide information regarding your trading account. The trading account contains information such as the opening balance and trading costs plus the currency of the account.

To create a new account or modify an existing one:

1. Tap the Account name edit field and enter the name for the account.

2. Tap the description edit field and enter a description for the account.

3. Select a currency from the currency drop list. When trading stocks, the account currency will be used to limit the stocks to only show the ones traded in this currency.

4. Tap the balance edit field and enter the opening balance for this account. Note that this field will not be displayed if you are modifying the account.

5. Tap the Account costs - Purchase Fixed edit field and enter any fixed trading costs for purchasing stocks.

6. Tap the Account costs - Purchase Percentage edit field and enter any percentage trading costs for purchasing stocks.

7. Tap the Account costs - Sell Fixed edit field and enter any fixed trading costs for selling stocks.

8. Tap the Account costs - Sell Percentage edit field and enter any percentage trading costs for selling stocks.

9. Tap Update or Create to create the portfolio or tap Cancel to return to the Portfolio selection screen without making any changes.