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Trustnet Portfolio Scanner
Comments
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I might be being thick but how do you enter the date you bought your unit trust? I can only see the option for the value and amount held in the portfolio management screen.0
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I might be being thick but how do you enter the date you bought your unit trust? I can only see the option for the value and amount held in the portfolio management screen.
You probably just have a 'watch list' type portfolio which only allows you to create a weighted list of funds. To keep track of transactions you need to use a 'transaction' type portfolio. There should be the option to create transaction or watch on the 'new portfolio' page.0
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