Croesus Financial Services Ltd
Raleigh House
14a Stocks Bridge Way
Compass Point Business Park
St Ives
Cambs
PE27 5JL
T: 01480 494100
F: 01480 494111
E: enquiries@croesusfinancial.co.uk
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Trustnet Portfolio
Friday, July 30, 2010
This facility enables you to create customised portfolios of all
your investments as well as producing valuations and alerting you
to price or value movements. The following features are all available
for you to use without charge:
- Watchlist - a list of your investments with prices and performance
- Valuation - add items to your portfolio including unit holdings
and costs
- Summary - groups your investments and gives profit/loss, value
and ratios
- Alerts - create email alerts for portfolio summary, price alert,
value alert etc.
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Statement before completing any enquiry form or before sending an
email to us.
Neither
Croesus Financial Services Ltd
nor
its representatives can be held responsible for the accuracy of the contents/information
contained within the linked site(s) accessible from this page.
Croesus Financial Services Ltd
is authorised and regulated by the Financial Services Authority
(http://www.fsa.gov.uk/register/home.do).
