Registration Strip Icon for monitor Customized watchlists with full streaming quotes from leading exchanges, such as NASDAQ, NYSE, AMEX, OTC Markets Small-Cap, LSE and more.
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Basic ADVFN Video Help
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Using your Portfolio
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Dividends
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Profit and Loss Account
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About ADVFN Financials...
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Return on Capital Employed (ROCE)
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Filtering Techniques
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Extracting results to Excel
Portfolio tool bar
Opening the world
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SETTING DEFAULT columns
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ADVFN Screener (US)
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Assets
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Common Equity/Assets
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Linear Regression
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News & BB
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Price Oscillator
Profit and Loss Account
Stochastics
Stochastics
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Technical Values Database
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Test
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The FLAGS columns
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Trade Types
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Wildcard Searches
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Portfolio tool bar

The tool bar
The tool bare is only active when you have entered a specific portfolio (by clicking on the portfolio name on the All portfolio screen).


  • The tool bar buttons:

    All portfolio
    Navagation back to the All Portfolios page.

    Summary
    Navagation to the summary page.

    Transactions
    Navagation to transactions page.

    Profit and loss
    Navagation to the Profit and loss page.

    Cashbook
    Navagation to the cashbook page.

    Add buy
    Will allow you to add a buy transaction to the portfolio.

    Cash entry
    Enter cash into the cashbook.

    RNS news
    Will display RNS news relevant to holdings currently in your portfolio

    Drop down Portfolio list
    Allows you to jump between portfolios from a drop down list at the far end of the bar saving you from going back to the All Portfolios.