| ?@ |  Use
Portfolio |
This section talks mainly about the usage of the portfolio. If you have stocks available in your stock position, you can manage your investment simply by using this function.
Add
to portfolio
1. Firstly enter to the portfolio page
Information includes: Stock code, Stock name,Purchase price, Available
quantity, Cost, Reference price , Reference value, Profit , Profit ratio,Total profit and Total value.
Please check: terms and definition of portfolio details.
If the purchase price is empty, the cost, profit and profit ratio will not be shown.
2.Enter the purchase price and click on [save all]
For example,
stock code: 23
purchase price: 45.5
3. Successfully saved.
Edit
your portfolio
Select stocks purchase price for modification, once you have modified
it, click on [save all].For example,
Stock Code:23
Purchase Price?G45.00
Selling stock through portfolio
Click the button of [Sell] or double click on your selected portfolio record(Please click any field
except 'Purchase Price'), the system will automatically fill in the stock
number, price (reference price will be selected by default) and quantity
(usable quantity will be selected by default). You many also modify any
information before submitted.For example,
Sell No.21 stock:
Sorting order
This system provides the sorting function. Select a column and click
the title for sorting and right click for sorting order in sequence. Press
the button again for sorting in descending order. Click [efresh] button
for returning to sequence order.
Terms and definition of portfolio
| Terms | Definition |
| Stock code | Recognition of stock |
| Stock name | Name of the stock |
| Purchase price | Purchase price of stock enter by the user |
| Available quantity | No. Of stock available |
| Cost | Equals to purchase price x available qty |
| Reference price | Ref.Price is at least 15-min delayed |
| Reference value | Equals to Reference price x available qty |
| Profit | Equals to Reference value ?V cost |
| Profit ratio (%) | Equals to (Profit x 100/cost) |
| Total profit | Sum of profit of stocks in portfolio |
| Total value | Sum of reference value of stock in portfolio |
Reminder:  Stocks in your
portfolio is equal to stocks position in online account. If your stock
balance is shown as 0, there is no investment record in the portfolio. You can enquire
Recommendations & Market Mover from Standard & Poor by clicking
the related links. The information
in Portfolio session is for reference only and cannot regard as official
data and information. |