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href=\'http://reddit.com/submit?url=http%3A%2F%2Fhelp.ft.com%2F%3Fpage_id%3D804&title=Portfolio\'>Reddit</a></span><div class=\'heightlessclearer\'></div>', Assanka.$(this).parents('.falconpostactions'), '', 'Share', 330)"><span>Share</span></a></div> </div> <h1 class="title">Portfolio </h1> <div class="master-row contentSection editorial-body"> <p><img class="size-medium wp-image-1364 alignright" src="/web/20160405061406im_/http://help.ft.com/markets-data/files/2012/01/briefcase.png" alt="" width="167" height="96"/>The <a title="FT Portfolio" href="https://web.archive.org/web/20160405061406/http://portfolio.ft.com/" target="_blank">Portfolio tool</a> allows you to track the performance of your holdings; view news stories and key fundamentals related to your portfolio holdings. The information below explains how to use the Portfolio tool.</p> <h3><strong>Portfolio Settings</strong></h3> <ul class="smallq concertina"> <li><span class="question">Creating a Portfolio</span> <ul> <li>By creating a portfolio, you will be able to track financial information on securities you have chosen. You will be able to create transactions. To get started, you will first need to be <a href="https://web.archive.org/web/20160405061406/http://registration.ft.com/registration/subscription-service/signuppsp">registered to use a FT Portfolio</a>. Once you are registered, creating a portfolio is easy:</li> <li>Click the portfolio link from the navigation bar of FT.com. Go to Markets → Markets Data → Portfolio</li> <li>From your <a href="https://web.archive.org/web/20160405061406/http://portfolio.ft.com/">Portfolio Dashboard</a> page click on “New Portfolio”</li> <li>Name your portfolio, set your currency and preference for managing dividends, then click save and continue. Check “Notify me when I receive dividends.” if you would like a message notification when you have dividends. This will appear when you are signed in on your next visit.</li> <li>To add holdings click “Add Transaction.”</li> <li>You can “Add to Portfolio” at the top left of a company or fund page.</li> </ul> </li> </ul> <ul class="smallq concertina"> <li><span class="question">Adding transactions to your portfolio</span> <ul> <li>You can track, buy, and sell transactions in your FT Portfolio. You can also record any fees paid, transaction dates, returns, as well as cash deposits and withdrawals</li> <li>Once you’ve signed into your FT account, click the portfolio link from the navigation bar of FT.com. Go to Markets → Markets Data → Portfolio.</li> <li>From your <a href="https://web.archive.org/web/20160405061406/http://portfolio.ft.com/">Portfolio Dashboard</a>, open your portfolio and click “Add Transaction.”</li> <li>You can add in transaction data which includes: transaction date, asset type, transaction type, quantity and currency</li> </ul> </li> </ul> <ul class="smallq concertina"> <li><span class="question">Deleting a portfolio</span> <ul> <li>From your <a href="https://web.archive.org/web/20160405061406/http://portfolio.ft.com/">Portfolio Dashboard</a> page click the “x” icon to the left of your portfolio name.</li> </ul> </li> </ul> <ul class="smallq concertina"> <li><span class="question">Renaming a portfolio</span> <ul> <li></li> <li>Click into your portfolio, then click the settings link below the navigation bar</li> <li>Rename your portfolio</li> </ul> </li> </ul> <ul class="smallq concertina"> <li><span class="question">Edit or remove portfolio holdings</span> <ul> <li>You would edit or remove holdings from your portfolio to change the sorting of entries or reassess your investments. To edit holdings go to “edit holdings” under the actions menu.</li> </ul> </li> </ul> <ul class="smallq concertina"> <li><span class="question">Watchlists</span> <ul> <li>A watch list allows you to set up a list of <a href="https://web.archive.org/web/20160405061406/http://lexicon.ft.com/Search?searchText=shares">shares</a>, indices and funds that you are interested in or are considering investing in allowing you to keep tabs on these securities. This allows you to view company news and easily add/delete shares or funds from your watch list.</li> </ul> </li> </ul> <ul class="smallq concertina"> <li><span class="question">Create a watchlist</span> <ul> <li>Click the portfolio link from the navigation bar of FT.com. Go to Markets → Markets Data → Portfolio.</li> <li>From your <a href="https://web.archive.org/web/20160405061406/http://portfolio.ft.com/">Portfolio Dashboard</a> page click on “New Watchlist”</li> </ul> </li> </ul> <ul class="smallq concertina"> <li><span class="question">Migrating “watched” portfolios over to a watch list</span> <ul> <li>You will migrate over holdings or securities flagged as “watchlist items” to a watchlist so that you do not need to add any associated transaction values. You will use the migration tool if you had securities you “watched” in older portfolios. These holdings will now be moved into a new watchlist or created into a portfolio holding with transaction values.</li> </ul> </li> </ul> <h3><strong>Portfolio 101</strong></h3> <p><span style="font-weight: normal">All portfolios have holdings which are securities with transactions associated with them. In your FT Portfolio these are represented by an FT Symbol. When you are viewing a portfolio you can see this in one of your selected views: Dividends, Market Performance, Your Portfolio. FT Symbols represent common stock or </span><a href="https://web.archive.org/web/20160405061406/http://lexicon.ft.com/Search?searchText=shares">shares </a><span style="font-weight: normal">of a company, such as </span><a href="https://web.archive.org/web/20160405061406/http://markets.ft.com/research/Markets/Tearsheets/Summary?s=PSON:LSE">PSON</a><span style="font-weight: normal"> for Pearson. There are often different classes of shares of a company’s common stock. For example, </span><a href="https://web.archive.org/web/20160405061406/http://markets.ft.com/research/Markets/Tearsheets/Summary?s=BRK.A:NYQ">Berkshire Hathaway</a><span style="font-weight: normal"> has BRK.A and BRK.B both of which you can see </span><a href="https://web.archive.org/web/20160405061406/http://markets.ft.com/RESEARCH/Markets/Company-Search?searchField=berkshire+hat&country=&secType=WSOD.EQ">here</a><span style="font-weight: normal">. You can also own different classes of shares for funds and ETFs.</span></p> <p><span style="line-height: 20px">A portfolio can also hold an </span><a href="https://web.archive.org/web/20160405061406/http://lexicon.ft.com/Term?term=equity">equity </a><span style="line-height: 20px">or stock index, such as </span><a href="https://web.archive.org/web/20160405061406/http://markets.ft.com/research/Markets/Tearsheets/Summary?s=INX:IOM">S&P 500</a><span style="line-height: 20px"> (.INX) or </span><a href="https://web.archive.org/web/20160405061406/http://markets.ft.com/research/Markets/Tearsheets/Summary?s=FTSE:FSI">FTSE 100</a><span style="line-height: 20px"> or (.FTSE) so that you can compare the performance of your portfolio of holdings with that of an index indicative of the broader market.</span></p> <h2><strong><span class="question">Transactions<br/> </span></strong></h2> <h4 style="line-height: 20px"><strong>To set a transaction you need to include values on the following</strong></h4> <p style="line-height: 20px" dir="ltr">Quantity: the number of shares referenced by the transaction. This will be zero for a “Watchlist” item, that is, a holding or stock that you have added into your portfolio to monitor performance, not because you own any shares of it.</p> <p style="line-height: 20px" dir="ltr">Price: the cost to purchase each share, in the currency of the exchange on which the share is traded. In the case of cash deposits or withdrawals, this is just the amount of the transaction.</p> <p style="line-height: 20px" dir="ltr">Fees: the commission or cost with executing the transaction with a broker.</p> <p style="line-height: 20px" dir="ltr">Fees are all optional, so if you leave this blank we will assume this being zero.</p> <p style="line-height: 20px" dir="ltr">Note – When entering fee amounts this should be in the currency value of the parent company of the holding. For example, a fee that is 15.50 GBP will come out as 15.50 GBp if the company, such as <a href="https://web.archive.org/web/20160405061406/http://markets.ft.com/research/Markets/Tearsheets/Summary?s=PSON:LSE">PSON </a>trades in pence. Incorrectly entering this will throw off your overall portfolio calculations.</p> <h4 style="line-height: 20px"><strong>When setting a transaction certain values are automatically based on its traded company<br/> </strong></h4> <p style="line-height: 20px" dir="ltr">Price – the trading price of the share is based in the currency of the company’s stock <a href="https://web.archive.org/web/20160405061406/http://lexicon.ft.com/Term?term=exchange">exchange</a>.</p> <p style="line-height: 20px" dir="ltr">Price change – the percentage change in the trading price of the share since the market opened</p> <p style="line-height: 20px" dir="ltr">Dividend: For dividend transactions, this is the amount of the dividend per share of the stock. <a href="https://web.archive.org/web/20160405061406/http://lexicon.ft.com/Term?term=dividend">Dividends </a>and <a href="https://web.archive.org/web/20160405061406/http://lexicon.ft.com/Term?term=share-split">share splits</a> are automatically computed based on the company’s trading history, this cannot be changed.</p> <p style="line-height: 20px" dir="ltr">FT portfolio lets you manage your dividends. You can set dividends so that they are managed manually; reinvested; moved to a cash holding; included in a return but not reflected in your portfolio value; or excluded completely. Your selection will impact the calculation of your portfolio’s overall value.</p> <h2><strong><span class="question">Portfolio Summary Calculations<br/> </span></strong><strong></strong></h2> <h4><strong>Portfolio Value/Total Gain</strong></h4> <p style="line-height: 20px" dir="ltr">The value reported for total gain/loss is a money weighted return which captures the return on the average invested capital. It is a measure of the net enrichment, taking cash flows into account. It is based upon a revised version of Modified Dietz. It also takes into consideration the dividends paid.</p> <h4><strong>Gains/Losses</strong></h4> <p dir="ltr">To calculate the total gain/loss percentage in your portfolio we calculate the cost basis for each stock your portfolio first:</p> <p dir="ltr"><em>Cost basis: share price * number of shares</em></p> <p dir="ltr">Next, we look at the <em>current stock value: number of shares * current stock price</em></p> <p dir="ltr">To calculate your gains (or losses), subtract the cost basis from your current stock value. For example if your cost basis was £12,000 and your current stock value was £13,000 then your profit or <strong>gains</strong> will be £1000. In the same way, if your current stock value is lower than your cost basis your <strong>loss</strong> will be £1000.</p> <h4><strong>Currency</strong></h4> <p style="line-height: 20px" dir="ltr">When dealing with global portfolios, currency calculations can get complicated. Securities within the FT symbol set all have a currency in which it is valued. For example, <a href="https://web.archive.org/web/20160405061406/http://markets.ft.com/research/Markets/Tearsheets/Summary?s=PSON:LSE">PSON</a> is priced in pence whereas <a href="https://web.archive.org/web/20160405061406/http://markets.ft.com/research/Markets/Tearsheets/Summary?s=IBM:NYQ" target="_blank">IBM </a>is priced in dollars. It is important to note that in this case FT uses the base currency of the primary the stock exchange on which the security is traded.</p> <p style="line-height: 20px">You do have the option to specify a portfolio currency, this can be done by clicking into a portfolio and changing the settings to reflect this. When the security values, such as gain or market value are rolled up for all the companies, each is first converted from its own currency to the portfolio currency, using today’s exchange rate. Then all the summary values will be displaced in the portfolio currency.</p> <h4><strong>Cash in your portfolio<br/> </strong></h4> <p style="line-height: 20px" dir="ltr">When a transaction portfolio is first created, the initial cash value is set to $0. Any “Buy” transaction that is created will debit the cash line.</p> <p style="line-height: 20px" dir="ltr">If no “Cash” transaction is created to offset your holding’s cost basis, the cash line shows a negative value.</p> <p style="line-height: 20px">To balance the cash line, a new “Cash” transaction must be created. This “Cash” transaction should at least equal the cost basis of all current holdings.</p> <h4><strong><span class="question">Views<br/> </span></strong></h4> <p><span style="line-height: 20px">Your View allows you to create a customised view based on which financial data points are more relevant to your investment needs. The default will always be the “Your Portfolio” view.</span><span style="line-height: 20px"><br/> </span></p> <h3><strong>Other Portfolio Features</strong></h3> <h2><strong><span class="question">FT Portfolio on mobile and alerts</span></strong></h2> <p><span style="line-height: 20px">Once you log into the new FT portfolio, any new or existing portfolios will be available on your mobile device. Any new watch lists created will not be available on mobile.</span></p> <p style="line-height: 20px">As a temporary workaround you can change previous watched items into portfolio items.</p> <p style="line-height: 20px">To receive a portfolio summary email alert, click on the alert icon next your portfolio name when in your Dashboard. Then when prompted, select the frequency (daily, weekly, monthly) and the time you wish to receive it.</p> <h2><strong><span class="question">Missing portfolios or portfolio data</span></strong></h2> <p><span style="line-height: 20px">The FT portfolio handles inactive stocks by excluding them from the overall portfolio value computation and by not calculating the total/gain loss for that security. The holding will indicate that the security has “data unavailable.” You can delete these holdings by clicking on the drop down menu under the actions column and selecting “remove.”</span></p> <p><strong><span class="question">Stock Splits</span></strong></p> <p><span style="line-height: 20px">The portfolio tool intelligently handles stock splits, and will automatically adjust a holding using the split ratio. 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