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 list located in the bottom 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 bottom right is a Internet refresh button countdown timer, if switched on (see Options screen) , when it hits zero an Internet update will be performed or, alternatively, you can simply select Refresh to perform an immediate update.
To add a new stock position:
1. Select the Buy or Watch from the soft-key MENU.

2. Select a stock from the stock list screen, if the desired stock isn’t shown then select the soft-key New 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, otherwise select Watch from the soft-key MENU.

4. Select Short from the soft-key MENU field if a short position is desired. Short stocks are display in the portfolio list with a icon, long positions have a icon.

5. Select the Date field and press Action to modify the date, if necessary.

6. Select the Quantity field and enter the quantity.

7. Select the Price field and modify the price, if necessary or select Update from the soft-key MENU to obtain the latest price from the Internet.

8. Select 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. Select the debit/credit amount field and modify if necessary.

10. Select the left soft-key button to add the position to your portfolio or select Cancel from the soft-key MENU 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 select Sell from the soft-key MENU.

2. Select the Date field and press Action to modify the date, if necessary.

3. Select the Quantity field and modify the quantity, if necessary. The quantity cannot be larger than your stock holding.

4. Select the Price field and modify the price, if necessary or Select Update from the soft-key MENU to obtain the latest price from the Internet.

5. Select 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. Select the debit/credit amount field and modify if necessary.

7. Select the left soft-key button to sell the position or select Cancel from the soft-key MENU 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 selecting the desired stock from the portfolio list and selecting Delete from the soft-key MENU, 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.
Select the loss and/or profit type from the list, 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 select 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 select the stock in the list to display more information or select soft-key Close to close the screen.
Alarms can be triggered when the Alarm Set soft-key is selected or the Portfolio Refresh is performed and, finally, if the price is modified on the View Stock details screen.
 
To view stock detail:
Select the desired stock in the portfolio list and press the Action button or select View Stock Details from the soft-key MENU. 

The Stock view screen 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 the stock list.

To cycle thru the screens simply select the left or right arrows.

Finally the stock price may be altered by selecting the price field 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.