My Portfolios


As a Craigs Investment Partners client you can monitor your investments with ease at a time and place that’s convenient for you. 

My Watchlists

Create watchlists of specific investments and/or portfolios of investments you wish to track.
 

My Alerts

Set alerts on investments you are tracking so that you can act promptly on new opportunities.
 

My Holdings & Portfolio Reports

If you use one of our Managed Portfolio Services you can access  information on stocks you have entered into your own portfolio using our My Holdings & Portfolio Reports feature.
 

To access the My Holdings & Portfolio Reports functionality you must be a Craigs Investment Partners client. If you have registered for client access to our website log in now to explore this section to its fullest.

If you have not registered, just complete our simple registration process to get convenient access or contact your Investment Adviser for more information.