To use the portfolio functionalities of a watch list, you have to enter the purchase data for each security in your portfolio into the following four columns:

Column

Description

Amount

Quantity of the security you bought (for example 100 shares)

Buy Date

Date when you bought the security

Buy Price

Price that you paid for the security

Multiplier

Multiplier for Forex adjustments or derivative contracts

Based on the current quotes, the following values are calculated for you and are automatically updated whenever new prices arrive:

Column

Description

Total P/L

Profit or loss for all shares (based on the Amount that you entered)

P/L

Profit or loss for one share

P/L Perc

Profit or loss in percent

Asset Value

Current value of your assets

To enter purchase data for a security (Amount, Buy Price, Multiplier)

▪       In the row of the security, double-click on the column Amount, Buy Price or Multiplier.

Note             You can also right-click on the column and choose Edit.

▪       Enter the data and press the Enter key.

To enter purchase data for a security (Buy Date)

▪       In the row of the security, double-click on the column Buy Date.

Note             You can also right-click on the column and choose Edit.

▪       Click on the arrow next to the date and choose a date from the calendar.