PORTFOLIOX ACADEMY
A little knowledge.
A clearer picture.
Understand the numbers behind your investments. Practical explanations, worked examples and ways to use what you learn in PortfolioX.
Dividends
Ex-dividend date vs payment date
Understand dividend eligibility, when cash is paid, and how to follow both dates in PortfolioX.
Read the guide A PRACTICAL GUIDEDividend yield vs yield on cost
Compare dividend income with today’s share price and your purchase cost, with a simple worked example.
Read the guideCompany research
How to read an earnings report
Start with revenue, EPS and expectations, then connect the headline results with cash flow and company commentary.
Read the guide A PRACTICAL GUIDEHow to use a stock screener
Turn an investing question into a shortlist, understand the filters, and research the companies behind the matches.
Read the guidePortfolio tracking
How to calculate portfolio return
Understand simple, time-weighted and money-weighted returns, and why deposits can make a value chart misleading.
Read the guide A PRACTICAL GUIDEImport your portfolio from a CSV or screenshot
Bring broker records into PortfolioX, including CSV exports from Trading 212 or Interactive Brokers, with a review step before saving.
Read the guideAbout these guides: published by PortfolioX, with AI-assisted drafting, worked examples and references to original sources. Educational information, not personalized investment advice. Examples are illustrative; features and market-data coverage may vary.