ASX Investor Portal - September Release

CSV download If you have a watchlist in the current MyASX you will now be able to download any existing watchlists data as a CSV file from the new Investor Portal. Simply click the button and save it to your device. This will be available to help you manage the transition from your old MyASX holdings to the new site, even after the old site is no longer available in October.

Online courses Our online courses have been refreshed for Shares, Options, and ETFs and ETPs. The courses now feature step-by-step questions and interactive quizzes to test your understanding. As well as a PDF download of the full course if you want to save it and read it later. Discover more here.

Additional securities to your watchlists You will soon be able to add additional security types to your watchlists, including Options, Warrants, Bonds and Hybrids. This will allow you to test and learn how a wide range of investment options could work for you.

Portfolio functionality Early in October, we will be releasing the ability to add holdings to your watchlist and track the estimated value over time. This functionality extends to the additional security types mentioned above.

These features will automatically be available and you will see an alert once they are ready for you to try out.

Advanced charting tools Charting on the new website has been improved with simple to use, yet advanced features so that you can complete your analysis to inform your investment decisions. Learn more here

Setting up your watchlists Watchlists can be created when you are logged in. Click on the plus sign to add a new list. There is a maximum number of 10 watchlists catered for in the new Investor Portal. Once you have reached the limit, you will not be able to add more until you delete an existing one to accommodate for a new one. Learn how to view and edit your watchlists on any device.

Eligible passwords Ensure your passwords are strong and secure. They must be 8-64 characters long and must not contain more than three consecutive identical or sequential characters. We strongly recommend your passwords don’t contain commonly used words or include the user name, given name or family name.

Conducting company searches The quickest way to search for a company is to use the new search tool. Click on the Search icon and start typing. Alternatively, navigate your way via the ‘Markets’ tab at the top of the page and select ‘Company directory’. This will bring up a summary page featuring an overview of the ASX 200. Find out how you can look for company information and share prices.