Follow the path below to view your portfolio summary:
Investments – Portfolio Summary. By default, your portfolio “Summary Per Stock” appears on this page with each stock value depicted in a pie chat.
This is followed by a table detailing your entire stock with average unit value, market value, price, cumulative cost as well as percentage gain and loss of each stock.
Additionally, a two-column table which gives summary of your total portfolio cost, transaction fees, market value, gain and loss is found at the bottom left of the page.
Please note that you can switch to “Summary Per Sector”. This groups all stocks in your portfolio into their respective sectors and provides total value of your investment in each sector;
e.g. Banking, Insurance, Telecommunications, Industrial/Domestic Products etc.