Customise Portfolio

Create and modify a customised view of all your holdings for ease of monitoring.

View Custom Portfolio

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1
Step 1
Log in to DBS digibank with your User ID and PIN.
2
Step 2
Authenticate your login.
3
Step 3
Complete your iBanking login using Second Factor Authentication (2FA).
4
Step 4
Click on the Invest tab.
5
Step 5
Click on the Trade button in the Equity Section.
6
Step 6
Should you have multiple portfolios, select your preferred portfolio and click on the Next button.
7
Step 7
Select Watchlist to access Custom Portfolio.
8
Step 8
Select Custom portfolio to view your custom portfolios.
9
Step 9
Choose how you wish to monitor the performance of your portfolio via the Performance, Intradary, and Fundamentals tabs.

Note: You can monitor the performance of up to 5 portfolios.
Not yet a DBS digibank user?

For customers with ATM/Debit/Credit Card

Already a DBS digibank user?

Forgot User ID or PIN

Create & Modify Custom Portfolio

laptop
slider
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1
Step 1
Log in to DBS digibank with your User ID and PIN.
2
Step 2
Authenticate your login.
3
Step 3
Complete your iBanking login using Second Factor Authentication (2FA).
4
Step 4
Click on the Invest tab.
5
Step 5
Click on the Trade button in the Equity Section.
6
Step 6
Should you have multiple portfolios, select your preferred portfolio and click on the Next button.
7
Step 7
Select Custom Portfolios on the Tools tab.
8
Step 8
Choose how you wish to monitor the performance of your portfolio via the Performance, Intradary, and Fundamentals tabs.

Note: You can monitor the performance of up to 5 portfolios.
9
Step 9
Select Edit Portfolio to customise your portfolio.
10
Step 10
Key in the stock symbol/name and select the stock you wish to add to your custom portfolio.
11
Step 11
Fill in the necessary fields, then click on the Add button.
12
Step 12
Click on Save Changes when you are done adding stocks to your custom portfolio.

Note: You can also check on the Delete box to remove an existing entry from the selected portfolio.
Not yet a DBS digibank user?

For customers with ATM/Debit/Credit Card

Already a DBS digibank user?

Forgot User ID or PIN

Frequently Asked Questions (FAQs)

Have a question? Check out our FAQs here:
DBS Online Equity Trading FAQs

Need more help?

Contact support and we'll try to resolve your issue quickly.

Disclaimer

The document is published by DBS Bank Ltd (“DBS Bank”) and is for information only. This document is intended for DBS Bank and its clients to whom it has been delivered, and may not be reproduced, transmitted or communicated to any other person without the prior written permission of DBS Bank. This document is not and does not constitute or form part of any offer, recommendation, invitation, or solicitation to subscribe to or to enter into considerations, any transaction, and should not be viewed as such. This document is not intended to provide, and should not be relied upon for accounting, legal or tax advice, or investment recommendations, and is not to be taken in substitution for the exercise of judgement by the reader, who should obtain separate legal or financial advice. DBS Bank does not act as an adviser and assumes no fiduciary responsibility or liability for any consequences, financial or otherwise.

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