I woul

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I would like to list the same stock symbol twice   (AT&T)  in my portfolio tracker to record two family member's holdings (each one of my children). Can this be done?  I tried to enter "T" twice, but it defaults to the original entry.  Thanks in advance.

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SA Admin Shubham Shresth
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Hi there,

One can enter one stock in one portfolio and keep adding different lots under the Holdings tab. Thus you can have multiple lots of the same stock in one portfolio.


Hope this helps! Feel free to reach out in case further assistance is required.

Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha

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SA Admin Shubham Shresth
  • Answer

Hi there,

One can enter one stock in one portfolio and keep adding different lots under the Holdings tab. Thus you can have multiple lots of the same stock in one portfolio.


Hope this helps! Feel free to reach out in case further assistance is required.

Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha