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My portfolio™ is a group of services which RAST d.o.o. brokering company offers to its clients, i.e. those who issue their security purchase or sale orders through RAST Internet pages
Besides the standard brokering services (purchase and sale of securities), the My portfolio™ service contains:
- Establishing the client's portfolio (with cash and securities accounts),
- Managing portfolio records/entries (securities – type, quantities, average purchase price, current currency rates, absolute and relative deviations of the current currency rate in relation to the average purchase price, current market value of individual securities and the portfolio as a whole, proportion of individual security in the portfolio structure), with daily corrections according to security rates on the market (i.e. stock exchanges),
- Records of all client transactions (with history tracking) and the status of individual orders,
- Calculations of capital gain or loss, with analytical or graphical previews for a chosen period,
- Insight into the cash position in the portfolio and all changes in the cash position (with history tracking – pay-ins, pay-outs, position),
- On-line portfolio access, 24 hours a day,
- Possibility of quick issuing of orders through the Internet, with automatic calculation of purchase / sale amounts and transaction expenses,
- Overview of the status of orders being currently processed (being processed, partially completed, changed, retracted),
- Automatic update of portfolio structure change when a sale or purchase of securities from the portfolio occurs,
- Access to up to date information on the capital market as found in the RAST data base,
- Access to results of technical and fundamental analysis performed by RAST,
- Possibility of using investment consultancy services (during the working hours of the RAST brokering company), etc.
The My portfolio™ service allows interactive communication between the client and the broker through the Internet.
Opening a client account and using the My portfolio™ service are both free of charge
Data transfer between the client and RAST using the Internet is encrypted and therefore secure. Investor accesses his or her portfolio using his or her user name and password.
Establishing a portfolio is done through filling out and sending the entry form and by investing at least HRK 5,000.00 into the portfolio (by issuing a security purchase order with the pay-in of necessary funds, by cash investment and/or transferring earlier obtained securities into the portfolio in question, where so entered securities need to be registered with RAST d.o.o. in the Central Depositary Agency). By accepting and sending the entry form, the investor states he or she is familiar with and accepts the General conditions for offering services of RAST d.o.o. brokering company.
The My portfolio™ service offers investors the highest level of services in actualizing their operations with securities.
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