INVESTMENT MANAGEMENT TOOL: Oversee stocks and finances, keep tabs on your assets, and create several investment accounts
Revised Base Article:
Dive into the World of Investing with This is Money's Power Portfolio—it's a game-changer for managing your investments! No longer struggle with keeping tabs on your shares, funds, and other investments. This robust, user-friendly platform has all the essentials you need to ensure your financial journey is smooth sailing.
Get Started Right Away:
Welcome, newbies! To kick things off, sign up for This is Money then navigate to the Portfolio Login page. Create a portfolio, name it, and fill out the necessary fields in the Add Transaction section. Simply start typing the company or fund name and choose from the results.
It's as easy as pie! You can even add other investments like foreign stocks, cash, property to contribute to your net worth. Remember, manual updates will be required for prices on non-listed investments.
Bonus Insights: - Diversification: Mixing up your investments among different asset classes can help lower risk, resulting in a balanced portfolio. - Investment Goals: Before selecting investments, determine your goals—such as retirement savings, wealth-building, or generating income.
Long-time Users
For our long-standing mates who took a break, don't worry! Your shares and funds have been successfully imported into your portfolios. The old cash function has been phased out, replaced by the “Other Investment” option—feel free to add cash, cars, wine, or whatever rocks your boat!
Understanding Your Dashboard: - Portfolio: Gain a snapshot of all investments with easy categorization - News: Get official news for your shares—general news will be added soon - Allocation: See your investments' sectors and industries at a glance - Statement: Review your portfolio's history - Shares: Dive deep into the fundamental details of your holdings' performance - Funds: Learn if your funds operate cleanly, free of hidden charges
Occasionally Asked Questions: - Missing Funds: If your migrated portfolio shows missing funds, they'll likely be listed under “Other Fund” and display the old Citicode, which we no longer use. Look up the fund name and re-add it. - Unable to Delete Entries: Some imported entries can't be deleted – enter the same entry again, and then delete it. Workaround until we provide a more permanent solution. - Login Issues: If you can't log in or encounter a spinning wheel of frustration, clear your device's cache and make sure you're using the updated link.
Prices and Updates: - Share Prices: Updated every few minutes during trading hours - Fund Prices: Updated once a day - Data Providers: Share data from the London Stock Exchange, fund data from Morningstar via data specialist, Webfg - Site Credits: Brilliantly crafted by the geniuses at Eck Technologies, exclusively for This is Money
Forgot Your Password or Need Help? - Password Resets: Use this link to reset your password. - Stuck or Need Assistance: Reach out to [email protected] with a detailed message, including "POWER PORTFOLIO" in the subject line.
Valued Feedback from Long-term Users: - "The Power Portfolio is easy to use" – Andrew - "I find the Power Portfolio very useful" – Another dedicated Andrew - "I'm a long-time user and a big fan of your This is Money portfolio tool" – Anthony - "I find it invaluable" – Barry
- To get started with This is Money's Power Portfolio, sign up, navigate to the Portfolio Login page, create a portfolio, and add your stocks, funds, cash, property, and other investments manually.
- Diversifying your investments by mixing up asset classes can help reduce risk and create a balanced portfolio.
- Remember to regularly update prices for non-listed investments in your portfolio.
- The Power Portfolio's dashboard offers a snapshot of all investments, news, allocation, statement, shares, funds, and sector/industry details.
- If you encounter issues with missing funds, unable to delete entries, or login problems, This is Money provides solutions in their FAQs or you can reach out for assistance.
