Customise Portfolio

Create and modify a customised view of all your holdings for ease of monitoring.

How to customise portfolio

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1
Step 1
Refer to Online Equity Trading for more details on how to access the trading platforms.
2
Step 2
Select Custom Portfolios on the Tools tab.
3
Step 3
Select Custom portfolio to view your custom portfolios.
4
Step 4
Choose how you wish to monitor the performance of your portfolio via the Performance, Intradary, and Fundamentals tabs.

Note: You can monitor the performance of up to 5 portfolios.
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Forgot User ID or PIN

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For customers with ATM/Debit/Credit Card

How to create & modify custom portfolio

laptop
slider
slider
slider
slider
slider
slider
slider
1
Step 1
Refer to Online Equity Trading for more details on how to access the trading platforms.
2
Step 2
Select Custom Portfolios on the Tools tab.
3
Step 3
Choose how you wish to monitor the performance of your portfolio via the Performance, Intradary, and Fundamentals tabs.

Note: You can monitor the performance of up to 5 portfolios.
4
Step 4
Select Edit Portfolio to customise your portfolio.
5
Step 5
Key in the stock symbol/name and select the stock you wish to add to your custom portfolio.
6
Step 6
Fill in the necessary fields, then click on the Add button.
7
Step 7
Click on Save Changes when you are done adding stocks to your custom portfolio.

Note: You can also check on the Delete box to remove an existing entry from the selected portfolio.
Already a digibank user?

Forgot User ID or PIN

Not yet a digibank user?

For customers with ATM/Debit/Credit Card

More information

  • Online Equity Trading is available via digibank (desktop and mobile) and Direct Connect (desktop; mobile access coming soon).
  • Find out more from our DBS Online Equity Trading FAQs.


Disclaimer

The document is published by DBS Bank Ltd (“DBS Bank”) and is for information only. This document is intended for DBS Bank and its clients to whom it has been delivered, and may not be reproduced, transmitted or communicated to any other person without the prior written permission of DBS Bank. This document is not and does not constitute or form part of any offer, recommendation, invitation, or solicitation to subscribe to or to enter into considerations, any transaction, and should not be viewed as such. This document is not intended to provide, and should not be relied upon for accounting, legal or tax advice, or investment recommendations, and is not to be taken in substitution for the exercise of judgement by the reader, who should obtain separate legal or financial advice. DBS Bank does not act as an adviser and assumes no fiduciary responsibility or liability for any consequences, financial or otherwise.

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