Skip navigation

Globe Portfolio

Globe Portfolio Tour

Getting Started with Globe Portfolio

Securities [Illustration]Reports [Illustration]Charts [Illustration]

To help you start tracking your investments with Globe Portfolio, we've created a step-by-step tutorial to guide you through the process of setting up your portfolio.

Mutual Funds

  1. Add funds to your portfolio
  2. Enter the number of units owned
  3. Maintaining your mutual fund portfolio

Stocks

  1. Add stocks to your portfolio
  2. Enter the number of shares owned
  3. Maintaining your stock portfolio

Other Investments

  1. Add other investments to your portfolio
  2. Enter the original market value
  3. Update the market value
  4. Maintaining your portfolio of other investments

Cash Balance

  1. Enabling the cash balance feature
  2. Transferring cash into and out of your portfolio

Back to top