Virtual portfolio

1. Login to UBS E-Banking.
2. Select “Markets & Trading”, followed by “Financial market data”.

3. Click on the pie chart icon and select a virtual portfolio to view.

4. Select an instrument to view more details such as price chart, instrument quote, news and UBS research views.

1. Under the pie chart icon on UBS Quotes, select "Create portfolio".

2. You may personalize the virtual portfolio by its name, base currency and/or default portfolio view.
3. Once completed, select "Create new virtual portfolio".

1. On UBS Quotes, select the magnifying glass globe icon.
2. Search for an instrument.
3. Select any one of the instruments. The details such as price chart, news, etc., will appear.
4. At the bottom of the details, select “Add”.

5. Select a “Virtual portfolio” created previously.
6. Input details such as virtual transaction details and price limits.
7. Once you are done with your inputs, select “Save”.

1. On UBS Quotes, select the pie chart icon.
2. Select "Manage Portfolios".
3. You may manage your portfolios by making changes to the existing portfolios or share/copy your virtual portfolio to your client advisor.

1. On UBS Quotes, select the pie chart icon.
2. Select “Notification”.
3. Input a valid email address and/or mobile number. ​
4. Select “Save settings”.

5. Input the activation code. ​
6. Click “Activate”.

7. Select “Notification types” and choose your preferred notification types.