|
|
|
| deutsch |
|
|
- Login | - Functions |
| - How do I buy a security? | - Terms | |
| - How do I sell a security? | ||
| - How do I activate a warning signal? |
You need to register before you can define your personal
watchlist. You will automatically be re-routed to the login page.
If you do not have your personal account yet (username/password), please
register by clicking on Set Up New Account;
if you have one, all you need to do is log in.
How do I buy a security?
Select the portfolio you want to use or create a new one by
clicking on New Portfolio.
After selecting the option, you can search for the stocks you are interested in
by clicking on New Security. The hit list contains a link to the buy screen.
This screen allows you to enter or change the following attributes: Number
(number of units), purchase price, fees and
date (date of purchase). By clicking
,
you buy the position.
If you want to buy more units of a security, you can go directly to the buy
screen by clicking on the Action Button
in your portfolio.
How do I sell a security?
Select the portfolio you want and click on the Action Button
of the corresponding position. The sell screen allows you to enter or change the
following attributes: Number (number of units), sell price,
fees and date (date of sale). By clicking
,
you sell the position.
How do I activate a warning signal?
You can activate an alarm for every stock in your portfolio.
You will be notified by e-mail when a certain price target has been reached. You
also have the option of having the closing price or the price at a certain time
during the trading session sent to you.
For further information, please go to my.notifications
![]()
New security
This search function allows you to add new securities to your portfolio.
Payment
To make the portfolio as realistic as possible, you have the option of entering diverse payments and payouts as well as revenues and expenditures. You may also enter notes to the transactions.
New Portfolio
This function is used to create a new portfolio. Apart from the name of the portfolio and a money amount, you may also enter information on fees (fixed, percentage and minimum costs). Furthermore, it shall also be possible to display the aggregate figures for one securities contained in several positions.
Merge positions
This function can be activated under Portfolio Settings. This merges all buy
orders for a security stock into one position.
Caution: Once several positions in one security have been have been
aggregated, they cannot be displayed separately again. However, this function
may be deactivated at any time in order to display future purchases separately
again.
Delete Portfolio
This deletes the portfolio and cannot be undone.
Portfolio Settings
This is where you can change the name of the portfolio and the information on
fees (fixed, percentage and minimum costs).
Caution: Once several positions in one stock have been have been merged (merge
positions) they cannot be displayed separately again. However, this function may
be deactivated at any time in order to display future purchases separately again.
History
This view lists all buys and sells as well as all amounts paid in and paid out in chronological order.
Performance Chart
The Performance Chart displays the percentage trend of the portfolio since its inception.
Terms
Exchange/ISIN
Stock exchange and International Securities Identification Number (ISIN). The
International Securities Identification Number is used for the electronic
record-keeping of securities at the international level. Places 6 through 11 of
the ISIN correspond to the six-digit Austrian securities identification number
with a few exceptions.
Name
Designation of the security.
Units
Number of units in the position.
Purchase Price
Purchase price of a security exclusive of fees.
Last
Last price quoted (15 minutes before last update).
Date/Time
Date and time of the last price quoted.
% Close/Buy
The upper figure indicates the percentage change of the last price vs. the last
price of the previous day and/or against the last price quoted. The bottom
figure indicates the percentage change of the last price vs. the original
purchase price.
Total Asset
Total value of the position (number of units times last price).
Buy
This Action Button
takes you to the buy screen for a security.
Sell
This Action Button
takes you to the sell screen for a security.
Signal
This Action Button
takes you to the settings for the warning function for a specific security.
Select portfolio
This menu allows you to select the individual portfolios.
Depot value
Total value of securities on your trading account.
Cash account
The cash available for trading.
Total assets
Total value of a portfolio (securities account + cash account).
Total balance absolute
Change in absolute terms in the portfolio as compared to the starting value.
Total balance %
Percentage change of the portfolio as compared to the starting value.