To create a new portfolio, navigate to the portfolios screen. Click on the 'Add portfolio' button. This will take you to the transactions screen, where you can enter the following parameters:

Change the values and hit the 'Save' button.

To edit portfolio settings, navigate to the portfolios list and click on the portfolio you want to update. Change one of the parameters and hit 'Update'.

To delete a portfolio, navigate to the same screen and hit the 'Delete' button. To avoid accidental deletion, we will ask you to enter the portfolio's name. After submitting this form, the portfolio will be deleted and can no longer be recovered.

When you create a new portfolio, you can enter transactions. To enter a transaction to an existing portfolio, navigate to the portfolio and click on the transactions tab.

Transactions can be entered in quantity or value. The first option is ideal for entering your portfolio; the second option can be used to enter model portfolios.

Users who want to enter their exact portfolio will pick the first option, 'Enter quantity'. The following fields can be entered:

Based on the values entered above, the system will calculate the value of the transaction. To save the transaction, click the blue save button. To cancel the creation, click on the grey cross button.

The second option is 'Enter amount'. We use this option for our model portfolio, investing €10.000 in each position. We can enter the value, and the system will calculate the quantity based on the value minus the brokerage fee converted to the stock currency. It will round this number and use this number as quantity. It will save this quantity and recalculate the value of the transaction.

To edit an existing transaction, click on the pencil next to the transaction.

The edit form pops open, and here you can update the properties of the transaction. Click on the blue button to save. To delete the record, click on the red button. To cancel the operation, click on the grey button.

To search for a specific transaction, use the textbox on top of the grid. As you start typing, the grid will only show the securities that have this text as part of their name.

To create a new portfolio group, navigate to the portfoliogroups screen. Click on the button Add Portfoliogroup.

Enter the following fields:

Click the Create button to Create the portfolio group.

To delete a portfolio, navigate to the portfolio group list and click on the portfolio you wish to delete. Click on the Delete button.

Once a portfolio group is created, the list of portfolios will be displayed. Click on the Add button to add a specific portfolio. Click on Delete to remove it.

Click on the Positions tab for a portfolio or portfolio group to navigate to the current positions report. By default, this will show the report for the latest date quotes is available. You can change this by picking a different date in the date picker at the top of the grid.

This report has the following columns:

The report offers similar options to the stock screener:

• Export to Excel
• Sort columns ascending or ascending
• Lock columns
• Filter columns
• Group by column by dragging it to the top of the grid

Click on the Sold tab for a portfolio or portfolio group to navigate to the sold positions report. By default, this will show the report for the latest date quotes is available. You can change this by picking a different date in the date picker at the top of the grid.

This report has the following columns:

The report offers similar options to the stock screener:

• Export to Excel
• Sort columns ascending or ascending
• Lock columns
• Filter columns
• Group by column by dragging it to the top of the grid.

The time-weighted return (TWR) is a measure of the historical performance of an investment portfolio which compensates for external flows. The amount of money you invest in stocks will vary, so you have to constantly adjust the basis for calculating your profit depending on the size of your positions. This is a very laborious calculation, but it's what fund managers use to asses their performance over time.

Find your TWR over time for a specific portfolio or portfolio group by clicking the TWR tab. Here you can see three lines:

• TWR (blue): your YTD return (TWR).
• Benchmark (red): the return of the benchmark selected for your portfolio or portfolio group.
• Alpha (yellow): the difference between your TWR and the benchmark return. If the alpha is positive, you're doing a great job! If the alpha is always negative, it might be worth switching to a different stock-picking strategy.

This report will show the current year as per default. Switch to a different year by selecting it from the list of values and clicking the refresh button.

Are you picking the right stocks, and are you investing at the right time?

This next report calculates the TWR of each position within a portfolio or portfolio group and shows the evolution during this period. It can also show the alpha, whether the stock has outperformed the selected benchmark market index.

This report will show the current year as per default. Switch to a different year by selecting it from the list of values and clicking the refresh button. Switch on the alpha toggle and click refresh to see the alpha report.