Poole Group

Find time for the more important things in life...
As you business grows so does your accounting needs. We have developed a range of packages that will grow with you and, along the way save you time and money. Talk to one of our specialists to find out how our accounting solutions can assist you.
Fast-track your retirement
Are you getting the most out of your super? Speak with our superannuation specialists and learn how they have helped hundreds of clients take control their super and improve their retirement funding needs.
We're not just about the numbers
The Poole group recognise that business is more than the P&L and balance sheet. Find out more about our social activities, community involvement, support of charities and scholarships be clicking here.
Don't Miss the Boat
The commitment and investment by the government and private sectors over the next 3-5years in the Sunshine Coast means our local economy will see an unprecedented growth spurt. Talk to our property specialists as to how you can be part of this growth or look at some of our latest projects.
Set Sail for Retirement
Nowadays most people are looking at their own super to support them after retirement. Our superannuation team and investment advisors have helped hundreds of clients set a course and maximise their returns to ensure smooth sailing in retirement. Find out how here.

User Guide

How to Access Your Portfolio Information Online

1. Login tab under "Portfolio Service"along the top menu in orange or alternatively if you have registered for our webiste, you can click on "My Portfolio Service" in the client menu.

2. Enter your User ID and Password where indicated. This will allow you to view your individual portfolio. If you can't remember your user name or password, please contact our office.

3. By running your mouse across the buttons at the top of the screen, once you have logged in, drop down menus will appear. By selecting specific items on these drop down menus, you will be able to view your:

Portfolio Valuation & Performance
Income Details (Dividend Payments)
Transaction History
Capital Gains Position

By clicking on Portfolio Valuation under the menu Portfolio Details, you can view the overall position of your portfolio. This will give you details of the stocks you hold including the current quantity, the original unit cost and value, the current unit cost and value and your gain or loss.

By using the Recalculate button in the Transaction History screen you are able to recalculate your portfolio to other dates specified by you, should you desire a comparison. To update the details to todays date, simply click on Recalculate Portfolio under the menu Trading History.

Printing a Report

To print a report, you will need to click on the Print Reports tab along the top menu. Choose which reports you wish to view by checking the boxes. Some reports you are able to choose which dates you would like the report for. Other reports that you cannot change the date for (e.g. Portfolio Valuation by Security) are prepared at the date your portfolio has been recalculated to. If you wish to view a report for a certain date, you will need to first recalculate your portfolio to the chosen date.

After choosing the reports, click the Show Report button. You will first need to save the report before viewing it. It will open as an Adobe (.pdf) file.

If you have troubles with downloading a report, it could be due to the Security Options selected on your Internet Browser. In this case, please contact us and we can step you through how to change this.

Other Handy Hints

Your login and password are case-sensitive.
Your Portfolio is recalculated on a daily basis.

If you have any questions in relation to accessing your portfolio information electronically, please do not hesitate to contact our office on (07) 5437 9900 or send us an email