Portfolio and Watch List performance report

Add your current portfolio or watch list to the Back Office Investor web site and select the performance button to view previous 5 years history, ( details below ).

Select the “Search” button and enter the ticker to view the screen below.

Search and add a company to your portfolio or watch list by selecting the “ADD” button.


View after selecting the “portfolio” button from the “Reports” page ( same process for the “watch list” ).


View after selecting the “Performance” button ( detailed and summary views are also available ).