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Virtual portfolio

Q: How do I access virtual portfolio?

Log in to UBS Mobile Banking. Select “More”. Under “Markets & Trading”, select “My Watchlist”. Select a virtual portfolio to view the instruments. Select an instrument to view more details such as price chart, instrument quotes, news and UBS research views.

Q: How do I create a virtual portfolio?

1. Under “Virtual portfolio”, select "New" to create a new portfolio. 2. You may personalize it by changing the name, icon, and base currency. 3. Once completed, select "Done".

Q: How do I add instruments?

1. Under “Virtual portfolio”, select a preferred portfolio. 2. Select “Add instrument” and search and select the instrument you want to add. 3. Select the +Portfolio icon. 4. Select a virtual portfolio you want to add the instrument to. You may also put in virtual transaction details (optional). 5. Once completed, select "Done".