Professional Wealth Management are financial planners and independent financial advisers based in Newcastle

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Your financial partners for life

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Trustnet Portfolio

Saturday, May 17, 2008

This facility enables you to create customised portfolios of all your investments as well as producing valuations and alerting you to price or value movements. The following features are all available for you to use without charge:

Watchlist - a list of your investments with prices and performance
Valuation - add items to your portfolio including unit holdings and costs
Summary - groups your investments and gives profit/loss, value and ratios
Alerts - create email alerts for portfolio summary, price alert, value alert etc.

Trustnet

Create your own portfolio, research and charting for:

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Professional Wealth Management Ltd is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register).