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How to create Transaction Portfolio in i3?

Tan KW
Publish date: Thu, 19 Sep 2013, 11:07 AM
Tan KW
0 503,254
Good.
Alvian @Tan KW, how to create my own portfolio like yours (having 100.000 capital)?
19/09/2013 09:26
  1. Login and Go to Portolfio - My Watchlist & Portfolio
  2. Click [Add New Watchlist or Portfolio] button
  3. Select "Transaction" as portfolio type
  4. Key in Portoflio Name and Description, then click [Create Portfolio] button.
  5. The transaction portfolio will be created.
  6. You can setup the commission by click the [Setup Commission] button and i3 will calculate the commission for each portfolio, e.g. Min Brokerage fee - 8, Max brokerage fee - 9999, Brokerage Fee % 0.1 (HL eBroking). You can setup the comission structure by follow your own brokerage
  7. Click [Add Transaction] button, Transaction Type - Cash, Transaction - Cash In, Amount - 100000
  8. After that, you can key in buy \ sell transaction by using [Add Transaction] button.
  9. You can also record the dividend, bonus, split, etc... by using the [Add Transaction] button

Sample - Stock Pick and Trading Challenge 2013 2H - TKW

 

 

To Share your portfolio, you can click the sharing options button 

 

And, choose one of the below share options in the portfolio sharing page...

then click the "save" button to save your selection...

 

 

Enjoy!

How to create blog in i3

Discussions
Be the first to like this. Showing 6 of 6 comments

0066ctf

mr TAN, Pls add me to the stock challenge. Thank you. http://klse.i3investor.com/servlets/pfs/41814.jsp

2015-01-08 22:26

Richard Lim Cheong Hong

I do myself adi.tq

2015-12-31 22:56

joe2703

MS Tan, please add me to stock challenge self manage portfolio
http://klse.i3investor.com/servlets/pfs/54475.jsp

2016-01-03 14:39

mikeylcc

Hi, how can I edit existing transaction in a portfolio? I couldn't find any edit functionality. Advice is greatly appreciated.

2019-01-03 15:05

lazycat

u go '' Transactions '' section <--beside ''market buzz'' , and u'll see pencil icon <--- beside (x) , click on it and you'll able to edit the transaction.

2019-01-03 15:10

catl

May I ask, when you add in cash to your portfolio, you put it as a -ve figure is it?

How about if create all our transactions, but we don't put in cash as a transaction? Because I add in cash as and when - and I forgot how much total I have added in

2021-03-15 12:17

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