What is the Portfolio tool?

The Portfolio Tool helps you track the performance of your holdings, view key fundamentals, and stay updated with relevant news. Your portfolio consists of holdings—securities with associated transactions—each represented by an FT Symbol. You can view your portfolio in different formats, including Your Portfolio, Dividends, and Market Performance.

FT Symbols represent shares of a company’s common stock, such as PSON for Pearson. Some companies have multiple share classes, like Berkshire Hathaway’s BRK.A and BRK.B, which you can track within your portfolio.

In the Analysis tab, you can compare your holdings against broader market indices, such as the S&P 500 (.INX) or FTSE 100 (.FTSE), providing a clearer picture of performance relative to the market.

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