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Shares Portfolio |
TradingRoom's Share Portfolio provides an immediate snapshot of your shareholdings,
market versus purchase price, and your net holdings. You can create multiple portfolios, and access
the latest stock prices, and relevant company and market information. |
Managed Funds Portfolio |
Monitor your managed fund investments via TradingRoom's Fund Portfolio. Data
from Morningstar (Australia's leading managed fund research house) shows the unit
price for each of your funds, updated daily. The portfolio also helps you
calculate your net profit/loss. |
Assets Portfolio |
This tool allows you to track any other assets (such as cash and
property) and liabilities (such as credit card debt and mortgages) |
Portfolio Summary (Net Worth) |
This tool summarises all of your portfolios: shares, managed funds,
and assets and liabilities. It is your personal balance sheet to help you
track your performance on a regular basis. You can also subscribe to a daily email update
of your portfolio summary and Fairfax News headlines. |
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Shares Watchlist |
The Share Watchlist allows you to select and monitor stocks of interest to you. TradingRoom will
also show you to new ASX company announcements on the stocks you have selected. |
Managed Funds Watchlist |
The Managed Fund Watchlist enables you to track the performance of the managed funds that you are interested in. |
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