Portfolio

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Portfolio

Portfolio Manager Features

Easy to Manage Data

Premium members can export portfolio data to Microsoft Excel (with ISINs) for record-keeping and to help speed up the transaction process.

Optimize Your Portfolio

Members can access and discover if their portfolio is well diversified or overly concentrated in a particular security or investment area, helping you reduce your exposure to risk.

Read the Latest News

At the touch of a button, see unique SEDCO research and commentary specific to your portfolio holdings, plus relevant Dow Jones news and regulatory announcements.

Performance Analysis the SEDCO Way

Quickly see how your portfolio is faring or how individual holdings are performing for you, with charts, key data points and gains/losses that reflect your investment decisions.

Build A Clear Picture of Your Performance

Realistically track your portfolio by setting up regular contributions that replicate your real-life investments.

Track All Your Investments in One Place.

Save time by monitoring your unit trusts & OEICs, investment trusts, pension funds, stocks and ETFs in one place, accessible at anytime from anywhere.