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Trustnet Portfolio

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.