Portfolio

Your Portfolio page gives you a snapshot of your portfolio, which may include your Equities Account, Westpac Cash account, BT Margin Loan and/or your Options account.

1. Details displayed include Total Cost, Market Value and Profit/Loss.
2. You can also view a chart of your entire portfolio by clicking the link at the right of the screen.
3. From the main portfolio screen, you can get more detail about your account/s by choosing from the Actions dropdown list next to the account.

The information in this website has been prepared without taking account of your objectives, financial situation or needs. Because of this, you should consider its appropriateness, having regard to your objectives, financial situation and needs and, if necessary, seek appropriate professional advice. If a Product Disclosure Statement is available in relation to a particular financial product, you should obtain and consider that Product Disclosure Statement before making any decisions about whether to acquire the financial product.