New Look Portfolio Page Now Live

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July 2017

Since January we've been inviting customers to try our new look portfolio page and tell us what they think.  We had over 7,000 replies, and more than 80% said they liked the new features and thought it was easier to manage their investments on a mobile phone. All customers can now enjoy using the improved page and will see it the next time they log in to view their portfolio.  See what's new and how to find your way around.

New portfolio page at a glance

Better mobile experience - The page is now even easier to view on your mobile or tablet. Remember, you can also install our mobile app if you'd like to fund your account(s), research markets and share prices, manage your watchlists and trade on the go.  Find out more about our mobile apps.

Fresh, clean layout - View more lines of holdings on your screen without scrolling.

Essential features easier to get to - Buy or Sell across the page, and jump to relevant news or more detailed stock or fund reports from Morningstar.

Improved research view - Get live prices, charts and stock fundamentals all from a single view with the detailed expand function.

Simple log of your transations - See your transaction history in any holding, showing different buy and sell points, values and dividend payments over time.

Technical analysis built in - Quickly see if there are any live technical events on your stock holdings using the integrated Technical Insight tool.

Greater flexibility - Print and export information from the page to help with your tax returns.

Clarity around what you pay - Edit your own book cost so you can see exactly what you paid for each investment - just click the pencil icon and update the figure.

Making the most of your new Portfolio Page

Once you're logged in, visit your Portfolio Page and you'll see the new version automatically. We appreciate that change can sometimes be difficult to adjust to, so if you'd like to continue using the previous Portfolio Page, it will be available for a limited time by clicking on the Old View link. 

To help you get to grips with the new page, we've built a quick tour which explores some of the key features, like the ability to filter by international markets, and sort your holdings using the table headers. After logging in, click on the Take the Tour button.

If you'd like a quick overview of the Portfolio Page, Phil Stevenson introduces some of changes.

Neither industry information nor third party recommendations reflect the opinion of TD Direct Investing, and publication on this website does not constitute an endorsement. Industry news is provided for information purposes only. Occasionally, an opinion about whether to buy a specific investment may be provided by third parties. The content in Investing News is not a personal recommendation, and is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives.

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Past performance is not a reliable indicator of future results.

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