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Trustnet Portfolio

Saturday, May 17, 2008

This facility enables you to create customised portfolios of all your investments as well as producing valuations and alerting you to price or value movements. The following features are all available for you to use without charge:

• Watchlist - a list of your investments with prices and performance
• Valuation - add items to your portfolio including unit holdings and costs
• Summary - groups your investments and gives profit/loss, value and ratios
• Alerts - create email alerts for portfolio summary, price alert, value alert etc.

  

Trustnet

Create your own portfolio, research and charting for:

• Unit Trusts
• OEICs
• Investment Trusts
• Pension Funds
• Life Funds

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Neither Ward Goodman Financial Services Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

Ward Goodman Financial Services Ltd is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register).