Portfolio's & Accounts

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 use the soft-key MENU and select New, you will be taken to the Add/Modify portfolio screen.

Open Portfolios
To open the selected portfolio select the soft-key Open which will take you to the View Portfolio screen.

Portfolio list
To open selected portfolios simply highlight the desired portfolio list line and press the action key.

Delete
Simply highlight the portfolio you wish to delete, then use the soft-key MENU and select Delete.                     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 select New from the soft-key MENU or to edit an existing one highlight the desired portfolio line and select Edit from the soft-key MENU.

To create a new portfolio or modify an existing one:

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

2. Select 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. Select the description edit field and enter a description for the portfolio.

4. Select an account from the account 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 use the soft-key MENU and select Modify or New to create a new account, see Add/Modify Account for more information.

5. Select Update or Create to create the portfolio or, from the soft-key MENU, 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. Select the Account name edit field and enter the name for the account.

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

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

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

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

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

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

9. Select Update or Create to create the portfolio or, from the soft-key MENU, Cancel to return to the Portfolio selection screen without making any changes.