This page provides a summary of the portfolio holding on the investor. New portfolios can be created for different purposes with user definable names.

Portfolios can be created, deleted or modified the portfolio.

The portfolio page provides the following information to the investor after selecting the <portfolio>:

• Bond series code

• Maturity date

• Face value

• Cost yield

• Date acquired

• Current yield

• Gain/Loss

• Sell price

Watchlist

A watchlist is used by the investor to keep track of the price movement (either bid or offer) of selected bond issues in the secondary market.

The investor can create various watchlists and using the drop down dialog box, select the watchlist required. The system provides the ability to:

• Create new watchlist

• Edit Current watchlist, and

• Delete Current watchlist.

The data provided on the selected bonds include:

• Bond code for the issuer and series

• Coupon rate

• Maturity rate

• Ratings by Standard & Poors (S&P) 

• Ratings by Moody's

• Market value for bid and offer