Fig 1.1

There are four areas of the portfolio tool: View (default), add items, edit items and portfolio analysis (click names for more information). To move between these sections of the portfolio tool, simply click the relevant button within the portfolio interface (see lower section of fig 1.1)

A number of additional functions can be accessed directly from the portfolio interface, these include:

Select ‘Current Portfolio’ drop-down menu
The Aberdeen portfolio tool allows you to set up multiple portfolios by using the ‘create new’ function. This drop-down menu allows you to move between your portfolios. To use this function expand the drop down list (see fig 1.2) then make a selection from the list below. NOTE – When you first access your portfolio it will contain only ‘main’, which can be added to, removed or renamed. This could be used to keep track of different portfolios you may have. You can, for example, use one portfolio for saving for your children's school fees, and another for a deposit for a holiday home.

Fig 1.2

‘Rename’ portfolio
This function is used to alter the name of an existing portfolio. By clicking this option you activate a pop-up window (see fig 1.3) which allows a free text entry of up to 20 characters including spaces. Once happy hit the go button and a new portfolio will have been created.

Fig 1.3

‘Create New’ portfolio
See ‘creating a new portfolio’.

‘Delete’ selected portfolio
WARNING - This function will completely remove the portfolio highlighted within the ‘Current portfolio’ drop-down menu and all of the holdings within it. THIS FUNCTION CANNOT BE UNDONE!

Once you click ‘Delete’ you will be asked to confirm that you wish to proceed (see fig. 1.4). To continue click ‘OK’, to return to the tool without removing the portfolio in question click ‘Cancel’.


Fig 1.4