Portfolios can be created in various ways in justETF. All entered transactions are always displayed on the “Transactions” page of your portfolio. You can process transactions and create new transactions here at any time.
If you want to make change in your portfolio today, then we recommend you to use the portfolio rebalancing function. You can manually add or process a Buy transaction/Sell transaction to your portfolio on the Transactions page.
Do you want to deposit or withdraw a particular amount in your portfolio now? Then you can either use our portfolio rebalancing function or create a payment on the Transactions page.
The dividend payouts of a fund are automatically booked by the system on the Ex-day. You can view and process dividend payouts on the Transactions page.
An ETF, which is liquidated by the fund company or merged with another ETF is identified in the system “inactive ETF”. You can delete an inactive ETF from your portfolio with the assistant for fund closures.
You have several options to fix a negative cash balance in your portfolio history. You can increase your virtual cash balance by reducing the withdrawal amount or by adding a new deposit equal to the negative cash balance.
Some ETFs in your portfolio were changed by a division of shares (Split)? How to adjust the number of shares in the original transaction to accommodate ETF share splits in your portfolio.