Portfolio value

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How do I add the number of shares I hold for each stock and see my total portfolio value?

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SA Maya Natan
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For this you should use the Holdings tab.

When going into your portfolio on your phone, rotate the screen to landscape view for the portfolio advanced mode.

Go to "Holdings" and tap on "+add lot" to set the number of shares you own.

After choosing any of the tabs on the advanced landscape mode, you can rotate back to portrait.

Portfolio in lanscape mode



Holdings Tab in lanscape

Holdings tab in portrait mode

Avatar
SA Maya Natan
  • Answer
  • Under review

For this you should use the Holdings tab.

When going into your portfolio on your phone, rotate the screen to landscape view for the portfolio advanced mode.

Go to "Holdings" and tap on "+add lot" to set the number of shares you own.

After choosing any of the tabs on the advanced landscape mode, you can rotate back to portrait.

Portfolio in lanscape mode



Holdings Tab in lanscape

Holdings tab in portrait mode