Power Portfolio - track your investments or buy virtual shares to try to beat the market

BRK8C9 Woman checking stock market performance using a finance app on an iPad tablet computer

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So that we can redirect you to the correct page please choose one of the following: 


1. I'm NOT logged in to This is Money

- Log in to your portfolio


2. I AM logged in to This is Money

- Go to your portfolio


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>> Please visit the Password Reset page

Please note: The reset email you will receive will be from Daily Mail and once your new password is activated you will initially be directed to the Daily Mail home page. Simply click on the Money tab to access your portfolio.


TRACK YOUR WEALTH 

Welcome to Power Portfolio

This is Money's new portfolio is big, bright and simple - the best way for novices and experienced investors alike to keep track of your shareholdings.

Use it to track your real investment or to play the stock market as if for real.

You can add shares AND funds and a range of other investments to view your total wealth over time. And once you've set it up there are a range of extra features to help keep tabs on the companies you're investing in

It's free.


Trading places: Your stocks are listed alphabetically with prices and total worth updating throughout the day.

Trading places: Your stocks are listed alphabetically with prices and total worth updating throughout the day.

Key features

  1. Easy to use
  2. Multiple portfolios
  3. Updates every few minutes
  4. All London-listed shares
  5. Government stocks
  6. All UK-based funds (unit trusts & Oeics)
  7. Performance tables
  8. Alternative investments: wine, property, art
Where in the world: See at a glance where your investments are held and in what sectors.

Where in the world: See at a glance where your investments are held and in what sectors.

Special features

Once your portfolio is set up you can access the following information related to the the companies you have included.

- Broker views: see what the brokers are saying about your investments;

- News: get the latest news about the companies in your portfolio;

- Heatmaps: see the day's risers and fallers at a glance

- News alerts: breaking news by email about the companies you choose;

- Allocation charts: get a breakdown of your assets in handy pie charts;

- Performance charts: measure your portfolio over time as chart;

- Company research: access a wide range of vital company stats and fundamentals

Note: When you click on a company name you will be able to access the full range of market-wide data plus free share price and news alerts for all UK companies.

FREQUENTLY ASKED QUESTIONS

How do I to add securities to the portfolio? 

  • To add items, first select the type of investment from the drop down menu.
    - Cash equity for shares
    - Oeic or unit trust
    - And so on.
  • This activates the second box.
  • Now start typing the name of the company or fund. 
  • Select from the results
  • You must add number of shares
  • You can add fees and commission (optional)
  • And you're away.

How does portfolio handle foreign stocks?

This is Money is a UK-based services. However, some funds and shares are priced in foreign currencies. Where that is the case, it should display the relevant symbol - eg. €. But the price is not converted into sterling in the portfolio. You can either enter foreign stocks into a separate portfolio

or...

If you multiply the number of shares by the exchange rate you will trick the total value into, say, euros. Instead of adding 1,000 shares, add (current exchange rate eg. £1 = €1.18)  1000 x 1.18 = 1180. So your 1000 shares will show a total worth of 1180 x 18 = £21.24

What prices are displayed in the portfolio?

 Prices displayed in the portfolio are bid (sell) prices, which was chosen to better reflect the true value of your holdings. Bid prices are also used in the profit/loss calculations.

What a performance: Use the tabs to see vital data, broker views, prices, director dealing - and more - for the companies listed in your portfolio.

What a performance: Use the tabs to see vital data, broker views, prices, director dealing - and more - for the companies listed in your portfolio.

How is the profit / loss calculated?
Commission and stamp duty charges are now deducted from profit/loss figure to give a better reflection of the real world.


How do I log out?
Either close the browser or, better, click the log out at the top of the portfolio screen.


What do I do when a company changes its name?
You'll need to remove the old company and add the new one as though it was a completely new company. There isn't an automated update for this. 

How do I delete a portfolio?Click the little 'edit' link next to the portfolio name at the top of the screen and this will take you to a page where you can delete or rename a portfolio.


Can I add companies I don't hold shares in to the portfolio?
You can add whatever you like. However, you must add a number of holdings. Choose 1 or even 0.001 - that way the value will have an insignificant bearing on the overall value of your holdings. 


Can you edit my portfolio for me?
No sorry, we can't do that and nor should you want us to. Obviously, in extreme special cases we can make an exception.

How to I edit/see the history of shares I bought?

Alongside each entry is a little edit button (it looks like a pencil). Click on that to see your transaction history.

Can you explain how the valuations in the portfolio are derived?

 

Profit / loss = asset value - asset cost 

Asset cost = cost of all currently held assets (average prices apply*)

Asset value = current market (or other) value of all currently held assets

Total value = asset value + net cash

% change = profit / asset cost * 100 (i.e. profit/loss expressed as a percentage of asset cost)

Net cash = cash - asset cost

 

* Where there are multiple buys and sells of a share at different purchase prices, we work out the average price of all the purchases and multiply that by your current holding to calculate Asset cost.  


  

How do the performance chart at the bottom of the portfolio work?

Performance is calculated using Asset value.
When a new asset is added to the portfolio the change is calculated as New asset value vs the Old asset value.
Example: (excluding the share price changes over the period)
31 May 2012 empty portfolio
1 June 2012: Buy 100 Vodafone Shares for £100
2 June 2012: Buy 1000 Barclays Shares for £1,0002 June 2012: Asset change vs Yesterday is £1,000 - £100 = £900, percentage change is £900/£100 x 100 = 900%

Note: The % change in the Totals is a comparison between the current Asset Cost and Asset Value i.e. The Profit/Loss as a percentage.

Behind the scenes: See a list of director buys and sells, company results and major events in the corporate calendar for the companies listed in your portfolio.

Behind the scenes: See a list of director buys and sells, company results and major events in the corporate calendar for the companies listed in your portfolio.

How do I change my email address?

If you change your email address you need to update the details yourself. Login with your old address, wait a few seconds for the Login link (top right of the screen) to change to My profile | Logout. Then click on My profile and enter your new address and follow the instructions.

And if all else fails...
Send me as much detail, including relevant screenshots via: editor@thisismoney.co.uk

>> Sign up now to Power Portfolio


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