Portfolio Help

  • How do I create a new portfolio?

    To create a new portfolio, select the Portfolio link and then Manage Portfolio link from the left menu option under the Business & Finance tab. From the Manage Portfolios page, click on the Create New Portfolio button to access the Portfolio: Setup page. From here, you can create up to 10 portfolios with up to 50 holdings in each portfolio. You can also create new portfolios through the dropdown icon to the right of an existing portfolio name. This dropdown will list all of your current portfolios as well as a link for Create New Portfolio.

    The fields you will need to enter are:

    • Enter Portfolio Name - Enter the name you want for your portfolio (up to 24 characters).
    • Portfolio Currency - Select from the dropdown menu which currency you would like your portfolio to be based on. You can always change this when viewing your individual portfolios as well.
    • Portfolio Benchmark - Select from the dropdown menu which benchmark you want to compare the performance of your portfolio. It is helpful to choose a benchmark which most accurately reflects the characteristics of your portfolio holding. For example, if your holdings are mostly US large and medium capitalization equities, the S&P 500 may be the best benchmark.
    • Portfolio Strategy - Select from the dropdown menu the strategy that best describes your portfolio.
    • Share this Portfolio - Selecting this option will enable you to share your portfolio and ideas with the Reuters community. Set your benchmark to your friend's shared portfolio. Follow your favorite portfolios and much more.
    • Portfolio Summary - You can summarise here what your investing objectives are and make comments about the market or your portfolio performance. You can also edit this summary at a later date if you want to change it.
    • Set to Default Portfolio checkbox - To make this your default portfolio, select this checkbox. Your default portfolio will be the portfolio displayed each time you enter the Portfolio section of Reuters.com.
  • What happens when I share one of my portfolios?

    After sharing a portfolio, other members of the Reuters Community can see the Stocks and Funds that you have in your portfolio. Although the Community can view the constituent Stocks and Funds in your Shared Portfolio, no one but you will be able to see the value of each holding or the total value of your Portfolio. This is to protect you from other users being able to ascertain information about your Wealth.

    Sharing your portfolio enables you to share information and ideas within the Reuters Community, set your benchmark to your friend's shared portfolio, follow your favorite portfolios and view your performance and Rank against your peers within the Reuters Community.

    After you share a Portfolio, you will no longer have the option to back-date new transactions. Transaction prices will default to the current market price. In order to have a fair measurement of Portfolio performance with the Community, your Shared Portfolios performance will be measured from the shared date. Making a community portfolio private again will allow you to back-date transactions, but will reset your performance if you decide to share it again.

  • What are transaction notes?

    When you enter a new transaction you can add notes about the transaction. You have the option to share these notes with the Community or keep them private. If you share your notes, the Stock or Fund name and the price will be visible to the Community but not the Quantity or Value. You can also go to your Transaction History at any time and add or edit notes about each Transaction. You can search transactions notes for a particular Stock or Fund by clicking on "View all transaction notes" in the Public Portfolio screen.

  • How do I add or view Comments?

    You can comment on anyone's Shared Portfolios by clicking on the Community Comments tab within the Portfolio Overview Screen. You can also Comment on your own Portfolio.

  • How do I see the shared view of my own portfolios?

    Just click on the Portfolio in your Manage Portfolios screen and click on the link "View Shared Version".

  • What are tags?

    You can tag your own Portfolio or other Shared Portfolios with any word or stock name that you consider relevant. Click on any of these tags wherever you see them around the Community pages to view all portfolios related to each tag. You can also tag your comments as well.

  • What is a portfolio summary?

    You can summarise here what your investing objectives are and make comments about the market or your portfolio performance. You can also edit this summary at a later date if you want to change it. You can view other members' summaries within their Portfolio overview page.

  • How do I see the rank and performance of a community portfolio?

    You can view the current Community Portfolios Ranks and Performance within the Community Portfolios pages. If you mouse-over a Portfolio name you will see a Rank and Performance Summary based on the currency and strategy for that portfolio. By clicking on any Community Portfolio you can see the Portfolio detail including rank and Performance as well as Comments and Transaction Notes.

  • How do I follow another member's Portfolio?

    Just click on "Follow This Portfolio" when in the Overview page of any Community Portfolio. You can also Benchmark your own Portfolio against any Portfolio that you are Following. You can view all the Portfolios that you are following in the Manage Portfolios screen.

  • How do I add transactions to my portfolio?

    Once you have set up a new portfolio, you will be directed to the Add Holdings page where you can add all transactions. Existing portfolios can be modified by clicking on the Add Transaction button on the Portfolio Overview page or by clicking on the expand button next to the Add Transaction heading on the Transaction History page.

    The fields to enter for each transaction are:

    • Holding Type - Select the type of security you are entering from Stocks, Mutual Funds, ETFs or Cash.
    • Transaction Date - Select the date of the transaction from the dropdown menus. Community Portfolios - if you share your Portfolio, you will not be able to change the transaction date as it will default to the current date.
    • Transaction - Select the type of transaction (i.e. Buy, Sell, Sell Short etc.)
    • Symbol or Company Name - Enter the symbol or name of the security. A list of all symbols that match your input should appear that you can select from.
    • Price/Share - Enter the price paid for the security (in the security's local currency). If needed, click on the Get Price link to retrieve the closing price from the transaction date entered. Community Portfolios - if you share your Portfolio, the price will default to the current market price.
    • Quantity - Enter the number shares for this transaction.
    • Fees - Enter in any fees or percentage of fees that should be applied.
    • Transaction Notes - Share your thoughts and ideas with other members of the Reuters Community by adding shared transaction notes on your shared portfolios (or keep your notes to yourself).
  • How do I edit my portfolio?

    To change the settings of your portfolio, click the Edit Settings link under the Portfolio Name. From here, you can change the following fields:

    • Portfolio Name - Enter a new name for your portfolio (up to 24 characters).
    • Base Currency - Select from the dropdown menu which currency you would like to change your portfolio to be based on.
    • Portfolio Benchmark - Select from the dropdown menu which benchmark you want to compare the performance of your portfolio.
    • Portfolio Strategy - Select from the dropdown menu to change the strategy that best describes your portfolio.
    • Set to Default Portfolio checkbox - To make a new portfolio your default, select this checkbox. This selection will automatically override any previous portfolio set as the default.
    • Share this Portfolio with the Community - Selecting this option will enable you to share your portfolio and ideas with the Reuters community. Set your benchmark to your friend's shared portfolio. Follow your favorite portfolios and much more.
  • How do I export my portfolio?

    To export the holdings in your portfolio, click on the Export Portfolio link on the Portfolio Overview page. From here select either to download your holdings to either an .xls or .csv format. Portfolio downloaded in .xls format should be accessed using a spreadsheet application such as Microsoft Excel and those in .csv format should be accessed using any notepad application.

  • Why is the price change data red and green?

    The red and green color indicators represent price performance of each instrument in your portfolio over differing time periods; today, 1 month, 6 month, 1 year and 5 year. The green represents a positive change and red a negative change (i.e. lost value).

  • How do I view my portfolio in another currency?

    The initial default view, upon entering your portfolio, displays your individual holdings in the currency of the exchange on which the security trades. In addition, the portfolio summary totals at the top of the portfolio are displayed in the base currency you selected during the Portfolio Setup page. To view your portfolio in another currency, click the Edit Settings link under the Portfolio Name and select a different currency from the dropdown menu under Base Currency. This will perform the currency conversion to the total value your portfolio in the currency you have selected; however, your specific holdings will still be displayed in their local currency.

  • Why don't my transactions appear on the transaction history page?

    New transactions can be added to existing portfolios through the Transaction History page. The default view for this page is 30 days; therefore if you enter a transaction older than 30 days ago, it will not appear. You can change the view by selecting the timeframes available through the Time Period dropdown. These options are 30 days, 3 months, 6 months, YTD, 1 Year and Lifetime.

  • How do I create a new watchlist?

    To create a new watchlist, select the Portfolio link and then Manage Portfolio link from the left menu option under the Business & Finance tab. From the Manage Portfolios page, click on the Create New Watchlist button to access the Portfolio: Watchlist page. From here, you can create as many portfolios as you want. You can also create new watchlists through the Create Watchlist that appears below your default watchlist on every page of the Portfolio views.

    The fields you will need to enter are:

    • Enter Watchlist Name - Enter the name you want for your watchlist (up to 24 characters).
    • Make Default Watchlist checkbox - To make this your default watchlist select this checkbox. Your default watchlist will be the watchlist displayed each time you enter the Portfolio section of Reuters.com.
    • Add Symbol - Enter in the ticker symbol or company name of the security you want to add to your watchlist. Once you select the matching symbol from the lookup box, click on the Add Symbol button.
    • Save Watchlist - Click this button when you are finished entering in symbols to your watchlist. This will take you to the main Portfolio: Watchlist page where you can view the full list as well as the News & Research tab.
  • How do I edit my watchlist?

    To edit your watchlist, click on the Watchlist link under your default watchlist on any of the Portfolio page views. From here, you can make the following changes:

    • Make Default Watchlist checkbox - To make a new watchlist your default, select this checkbox. This selection will automatically override any previous watchlist set as the default.
    • Delete this Watchlist - Click on this to remove the watchlist from your list.
    • Add Symbols - Select this to access the Enter Symbol box. From this box, enter in the ticker symbol or company name of the security you want to add to your watchlist. Once you select the matching symbol from the lookup box, click on the Add Symbol button.
    • Move Selected to Portfolio... - To move a symbol to one of your existing portfolios, select the checkbox to the left of the symbol and then select the portfolio name for this dropdown. This will take you to the Add Multiple Symbols box on the Portfolio page. From here enter in any additional symbols you want to add and click the Add Symbols button.
  • What is portfolio value?

    The total of the last price of every symbol multiplied by the number of shares held in the position including the current value of Cash and Other holdings. The total is then reported in the selected portfolio currency using current exchange rates.

  • What is value change?

    Today's absolute and percentage change in the total value of the portfolio since the previous trading day's close.

  • What is unrealized gain/loss?

    The profit or loss of open positions, resulting from comparing the current value of an asset to its original cost. This amount reflects currency translations of underlying assets held in other currencies translated at historical rates.

  • What is total return?

    The rate of return that approximates the position's or portfolio's Internal Rate of Return by taking cash flows into account using the Total Return (Money Weighted Return) calculation incorporating realized gains and losses from historical transactions as well as the effects of currency translations of underlying assets held in other currencies translated at historical rates. The calculation includes accounting for return generating events such as dividends and realized gains and losses from purchased and sold positions that occur over the life of the portfolio. Cash flows into and out of the position / portfolio are time weighted to their economic impact to the portfolio.