INVESTMENT MANAGERMENT TOOL: Oversee stocks and resources, monitor your financial growth, and create distinct savings accounts for various investments
Revamped Investment Management: This is Money's Power Portfolio
Manage your investments like a pro with This is Money's Power Portfolio, the ultimate tool for tracking your hard-earned cash. Say goodbye to generic investing platform accounts and hello to a seamless way of monitoring your investments.
Dive into Your Power Portfolio
Newcomers, welcome! To kick things off, sign up with This is Money, then head to the Portfolio login page. Create a portfolio, give it a catchy name, and scroll down to fill in the Add transaction section. Start typing the name of a company or fund and select from the results.
Easy as pie! You can also add other investments such as foreign stocks, cash, property that contribute to your net worth, although you'll need to manually update their prices as they fluctuate over time.
A Bundlesome of Benefits
Your Power Portfolio offers more than just tracking your shares and funds. With various tabs, you'll have access to a treasure trove of information about your holdings.
Portfolio - view your investments grouped by type
News - official announcements for your shares, with general news added later
Allocation - a snapshot of the sectors and industries you're invested in
Statement - a log of when you added each entry to your portfolio
Shares - delve into the fundamental data for your investments
Funds - discover whether your funds are clean, free of hidden charges
Long-time users need not worry about starting from scratch. Your shares and funds have been safely imported into your portfolios, and the old cash function has been phased out. Now, you can add cash as an 'Other investment' along with property, cars, wine, and more.
FAQs
Though the new Power Portfolio is user-friendly, some questions may crop up from time to time. For instance:
- Missing funds? If your portfolio was migrated from the old version, take note that some funds might not be available or recognized. In such cases, look for the 'Other fund' heading and update the old Citicode.
- Cannot delete entries? This rare bug can be worked around by re-entering the problematic entry and then deleting it. We're addressing a long-term solution.
- Cannot log in? If the login process seems stuck, clear your device's cache and use the new link.
https://investing.thisismoney.co.uk/portfolio
Keep Calm and Power Portfolio On
Share prices are updated every few minutes during trading hours, while fund prices receive a once-daily refresh. Data is sourced from the London Stock Exchange for shares and Morningstar via data specialist Webfg for funds. The site was created exclusively for This is Money by the geniuses at Eck Technologies.
Lost your password? No sweat! Reset it here.
Encounter any issues? Email [email protected], featuring POWER PORTFOLIO in the subject line.
And let's hear it for the Power Portfolio veterans:
- The new portfolio is a breeze to use - Andrew
- I find the "Power Portfolio" very useful - another Andrew
- I'm a long-time user and a big fan of your This is Money portfolio tool - Anthony
- I find it invaluable - Barry
Embrace the power and convenience of the Power Portfolio today!
- To expand your personal-finance endeavors, consider adding foreign stocks and property to your This is Money Power Portfolio as other investments, but keep in mind that you'll have to manually update their prices.
- Within the Power Portfolio, dive deeper into the financial details of your investments by accessing the 'Shares' and 'Funds' tabs. Here, you can uncover fundamental data about your stocks and discover whether your funds are clean and free of hidden charges.
- As an investor, your Effective money management becomes more efficient with the This is Money Power Portfolio, which not only tracks stocks and funds but also offers insights on allocation, news, and finance-related statement, allowing you to make prudent decisions in personal-finance matters.
