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Folios

Folios

Introducing the Folios

We call the Portfolio & Watchlist management system at Stockopedia “Folios”. We’ve designed the Folio system for complete flexibility and power. Folios allow you to complete transaction management, track portfolio performance and perform deep analytics on any list of shares. This section of the Guide takes you through some portfolio basics

Articles

These posts are some of the most viewed by our members, they will provide you with a valuable introduction to the key features and concepts of the Stockopedia site.

Getting Started in Folios

Understanding your folio overview Calculating folio valuations Organising your folios Managing your positions Creating your first folio

Building Your Portfolio History

Handling cash imbalances Importing your folio Handling splits & other corporate actions Amending your transactions Adding your transactions Copying stocks and transactions between folios

Analysing Your Folio

Reviewing your folio diversification Reviewing your folio performance

Folios FAQs

How do you simulate performance for watchlists? Which are the cheapest / best UK brokers for stocks? How can I get my total gain to be worked out from the bid price (not the last price) Why do I need to add cash?
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*Past performance is no indicator of future performance. Performance returns are based on hypothetical scenarios and do not represent an actual investment.

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