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New Portfolio


Please note that a new version of Portfolio is available, and from the 29th of March onwards the old version of Portfolio has been discontinued.

As communicated to all registered users via email, your data was migrated to the new version on the 19th of March 2015, so changes made to your Portfolio in the old version between the 19th and 29th of March will not be reflected in the new version. If you have not made any changes since this date, then your Portfolios will be up to date. Please check your Portfolio, and if you have any questions about this, contact us at Portfolio@londonstockexchange.com

A number of popular features from the old version of Portfolio, which were absent from the version released in 2014 are being reintroduced:

  • Ability to delete historical transactions.
  • Ability to specify the amount of commission paid per transaction.
  • Ability to add text notes to transactions.
  • Ability to specify the starting capital.
  • A ‘Detailed’ tab showing the same data as the old version.

In addition to the above, some brand new features are being introduced:

  • ‘Show/Hide Columns’ feature which gives you the ability to choose which columns are displayed on your portfolio.
  • A new, more streamlined layout, with ‘Current Value’, ‘Total Gain/Loss’ and ‘Change Today’ displayed prominently at the top of the page.
  • More standardised terms with definitions shown for many terms when you hover your mouse over them. More details on this below.
  • Ability to sort ‘Quantity’, ‘Name’, ‘Security Type’ and ‘Value’ from lowest to highest and from highest to lowest.

To access Portfolio, login with your normal account via the link below:

Access the new version of Portfolio.

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