AOL portfolio

AOL portfolio tool update – 14/11/08

Since the launch of the new portfolio tool that forms part of AOL Money, we have experienced bugs and problems in terms of user functionality and experience.

We appreciate the comments that users have given us via the comments board and would like to assure you that we are giving these concerns our utmost priority.

We would also ask for your patience as we address all the valid issues that have been raised. We now have some answers to the questions we have received and have updated the FAQs which you can read below. We will be adding to these in due course.

If portfolio holders encounter further difficulties when using the portfolio, we would be grateful if you could provide us with further details. Please email the nature of the problem providing as much as information as possible, for example what browser you are using, screen grabs of incorrect pages, to: portfolioteam@aol.co.uk

The old portfolio tool can still be viewed by clicking here

FAQs

Why is my portfolio showing incorrect totals?
AOL has found that a small percentage of users may experience this particular issue for certain individual shares within their portfolio.

In order to resolve the problem please follow the steps below:
1. Locate the portfolio with the particular share/security whose 'recent data' information appears to be calculated incorrectly
2. Click on the tab 'Edit portfolio'
3. Select the particular share/security by clicking on the 'radio button' next to it
4. Make a note of the size, entry price and entry date of the investment
5. Click on the 'drop down box' and select 'delete'
6. To proceed with the deletion the user must click on the '>' to the right of the 'drop down box'
7. Click on the tab 'add to portfolio'
8. Enter the stock/security symbol and add it to your portfolio as you would with a new share

Why is the system asking me to sign in when I am already signed in to AOL?
This issue is currently being investigated and will be resolved as soon as possible. We apologise for the confusion this may have caused over the last few weeks since launching the new portfolio tool.

Why can I not see my portfolio in the new system?
This matter is currently under investigation and we hope to have an update shortly. However, if you hare experiencing this or similar difficulties, please contact AOL via the email address above.

The portfolio is difficult to read. How can I change the size of the typeface?
If you are experiencing problems reading the new typeface you can alter the size by following the instructions below (note this will only work for AOL client with IE7, IE7 and Firefox browsers.If you are using IE6 or lower, you will need to upgrade your browser):
1. Click and hold the ‘ctrl’ button
2. Press the ‘+’ button and the font size will increase (the scroller on the mouse can also be used). Continue pressing the ‘+’ button until the desired font size is achieved.

I would like to see all my portfolio information on a one-page summary. How do I do this?
Currently, the new portfolio tool does not support this feature. However, we are analysing feedback we have received and will look at incorporating it in a future product release.

How do I add cash to my portfolio account?
Currently, the new portfolio tool does not support this feature. However, we are analysing feedback we have received and will look at incorporating it in a future product release

How do I see historical data and graphs? How far back in time is information available?
In order to see pricing information for a given share/security, please follow these steps: 1. Click on a given share in your portfolio or search for a particular share using the quote search
2. You are now in the ‘Quote details’ section for the particular share
3. In the left hand navigation click on the item ‘Chart’
4. A graphical view of the share is then shown
5. The user can change the range of the comparison by either clicking on the figures in the top right hand corner of the graph or by changing the ‘Settings’ items that can be found at the bottom of the page
Note in the ‘Settings’ options the user can change chart time, moving average time period, index comparison as well as chart style.

How do I add or delete multiple shares from my portfolio?
Currently, the new portfolio tool does not support this feature. However, we are analysing feedback we have received and will look at incorporating it in a future product release

How often does the information within the portfolio refresh? Is this automatic?
Currently, the new portfolio tool does not support this feature. We are analysing feedback and will look at incorporating it in a future product release. However, portfolio holders can manually refresh their pages using the Reload button

Can I see the total value of all my shares in one page?
Currently, the new portfolio tool does not support this feature. However, we are analysing feedback we have received and will look at incorporating it in a future product release.

How do I see the dividend yield for a particular share?
To view the dividend yield for a particular stock, please follow these steps:
1. Open the stock you want to view
2. Click ‘Profile’ in the left hand navigation bar
3. The yield is shown in the box titled share statistics

How do I add cash to my portfolio account?
In order to add cash to your account, please follow these steps:
1. Open your account
2. Click on the tab ‘add’ and select ‘deposit’ from the dropdown menu in the ‘Purpose’ box
3. Enter the amount of cash you want to add to your account

How can I see currency conversions in the portfolio?
To convert currency when adding a new share to your portfolio, please follow these steps:
1. Click ‘add to my portfolio’
2. Enter symbol
3. Click on the stock required
4. Check the exchange button and click ‘add to my portfolio’
5. In the Entry Data field choose the currency you require from the dropdown menu in the ‘currency’ box