Help & FAQs

How do I add investments to my Virtual Portfolio?

From you dashboard the virtual portfolio is displayed underneath your Account, select view/create and the portfolio dashboard is displayed.

Select the plus symbol to add a new portfolio or add to an existing. Select or create a portfolio name, select benchmark and rebalance frequency then ‘save’.

This will take you to the transaction page, which will allow you to add to the new portfolio created or display current holdings.

Select the plus button to ‘add Fund/Stock’ or ‘add Bond’, type in security name or ISIN in to the required field, confirming the date will update the price field and confirming the number of shares will update the amount field. Confirm the dividend options and then press the disk button to save.

The following confirmation page will display the new security in the virtual portfolio dashboard, if you are happy with this select ‘Done’.

Submitted on 16th May 2019

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Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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