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my.portfolio 

- Login - Functions
  - How do I buy a security? - Terms
  - How do I sell a security?  
  - How do I activate a warning signal?  

Login 

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

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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.

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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.

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