Screenshots

PortfolioLive is a very deep program with a lot of features. We recommend every user check out the screens below and read the detailed captions.

Jump to specific tab:   Snapshot Tab  |   Portfolios Tab  |   News Tab  |   Trade Tab  |   Settings Tab

Snapshot Tab

Splash
Just our splash screen but be sure to read the detailed caption for each screenshot. Did you know you can use the left right arrow keys to scroll these popups?
Snaphot View
Create your own market snapshot. Each group can contain stock quotes, news or a chart and you can create as many groups as you desire.
Snaphot View
Touch each snapshot item to perform additonal tasks, such as read news, edit symbol information or view charts full-size.
Snaphot View
News sections can be any news topic or related to a particular symbol.
Snapshot Customize
The customize screen allows you to create, edit and sort your snapshot groups.
Add/Edit Symbols Section
Add any number of symbols to a Symbol based snapshot group
Add/Edit Chart Section
Create a chart on any symbol using one of the pre-defined chart designs.
Add/Edit News Section
Pick a news topic or select a symbol to view news on. Also choose the maximum number of stories to display.


Portfolio Tab

Portfolios Main
View portfolio summary data. Shows the gain and value of each portfolio and also the total across each portfolio. Each portfolio can be in a different currency from the main application currency if desired.
Watch List
A list of all stocks in the chosen portfolios. The +/Edit buttons at the top allow you to add new symbols or edit existing symbols.
Watch List Tab
The popup panel at the bottom of the screen shows portfolio summary information.
Watch List Edit
After selected "Edit" you can reorder or delete symbols in the portfolio. The "Sort" button allow you to perform a quick alphabetical sort of all the symbols.
Watch List Edit Delete
Press the red minus button to expose the delete button. Pressing the delete button will delete the symbol and all associated lot and trade data.
Portfolio Detail
Pressing the Blue Arrow button on the main portfolio screen will take you to this properties screen. From here you can adjust the cash in the portfolio, change the name, choose the default commission and select an optional currency. You can also view the realized and unrealized gain of the portfolio and futher down the screen (not shown) choose the times when prices will be fetched for this portfolio.
Portfolio Currency Main
When selecting a currency anywhere in PortfolioLive you will be presened with a list of common currencies to choose.
Portfolio Currency Extended
Selecting "More" on the main currency screen will allow you to choose less common currencies.
Add Symbol
Pressing the "+" button on the stock screen will allow you to add new symbols to the portfolios. You can search common data feeds for the symbol of your choice.
Add Symbol Manual
If you want to add an symbol that represents a product in your portfolio that cannot be automatically priced you can add a manual symbol and select the desired price.
Portfolio Detail Start Fetch
Shows the screen that allows you to select the start time that pricing should begin for your portfolio. There is another screen just like this for selecting the end time. Times are in local time, so if you are in London and have a portfolio of US Stocks then choose 2pm to 9.30pm as your start and end times.
Portfolio Notes
Notes can be attached to a portfolios (and also to a position).
Position Position
Selecting a symbol on the main symbol screen will take you to the position details screen. The main screen will show you the key position value and also each of the lots you have created. A new lot is created each time you create a buy or sell short trade. The icons along the top take you to different pages of information about the position.
Position Detail
The detail page shows more financial information about the symbol, such as bid/ask (if available), volume, high/low, etc...
Position News
The news page shows news specific to the symbol.
Position News Detail
Selecting a news article will show more detail.
Position News Web
Selecting "Full Article" will show the source news article in an embedded browser. This allow you to read the full article without leaving the PortfolioLive application.
Position News Web Landscape
If you want to read the article in the Safari application the select the "Safari" button and you will exit PortfolioLive and Safari will load.
Position Chart
The charts page will display the symbol using the default chart design (as set up in settings)
Position Chart Landscape
Rotating the phone will show the chart in full-screen landscape mode.
Position Chart Heads Up
Pressing the blue icon in the corner of the chart will show a heads-up display that will allow you to apply a different range or to pick a different chart design.
Position Trade
The trade page will allow you to create new trades on the current position.
Position Trade SelectLots
If you are partially selling a position that has multiple lots you will be to allocate the shares being sold to appropriate lots.
Position Trade Complete
When a trade is made you have the option to enter a new trade or to return to the main position screen.
Position Tasks
The tasks page allows you to perform various operations on the position, such as managing trade history, entering dividend and splits and moving the position to another portfolio.
Position Task Dividend Cash
When entering a cash dividend the program will try to determine the number of shares you owned on the dividend date. You can change this if necessary. Then just enter the dividend amount and the cash received will be calculated. When you create the dividend, the cash will be automatically added to your portfolio.
Position Task Dividend Reinvestment
When entering a reinvested dividend, you enter the same information as for a cash dividend but also the appropriate share price. The program will calculate the number of shares you received and create a trade to add them to your position. If you do not know the dividend amount, or the share price then just enter what you do know and the program will calculate the rest.
Position Task Trade History
Trade history will show you all the trades you have made in that position. You can also delete them if necessary, but there are restrictions. For example, you cannot delete a buy trade if you have already made a trade to sell part or all of that lot. You must delete all the sell trades first.
Position Task Split
To perform a stock split, just enter the split ratio and the date of the split. The program will calculate the number of share you owned on the split date and how many shares you will have post-split. Press "Do Split" to perform the split. Please note that the progam assume that any trades created after the split date are entered with post split quantities. Also you will not longer be able to delete any trades that were created before the split.
Position Move Position
To move a position to a new portfolio, simply select the new portfolio and press "Do Move". All trades, lots, commissions and gains associated with the position will be moved to the new portfolio.
Position Advanced
The advanced page allow you to change key properties of the position. This includes the name, symbol, multiplier, and pricing information. Note that the multiple is used in cost calculations, such that trade cost is (quantity * price * multiplier) + commission. In most cases this is 1 but will be 0.01 for UK stocks (to handle pounds/pence calculations) and 100 for options to represent the contract size. The multiplier is automatically set wherever possible and you should not need to change it.
Position Notes
You can assign specific notes to a positions (as well as to a portfolio).


News Tab

News Main
News Sub-Category
News List
News Detail
News Web
News Web Landscape


Trade Tab

Trade
Trade Lower
Trade Select Portfolio
Trade Select Symbol
Trade Select Lots


Settings Tab

Settings Main
Settings General Options
Settings Trading Defaults
Settings Fetch Timer
Settings Chart Designs
Settings Chart Designer
Settings Chart Indicators
Settings Chart Overlays
Settings Chart Averages
Settings Chart Range
Settings Chart Indicators
Settings Chart Style
Settings Chart Preview
Settings Passcode
Settings Passcode Entry
Settings About
Settings Tell Friend

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