How to edit portfolio
How do I edit my portfolio in the new format?
How do I edit my portfolio in the new format?
Hi all,
To add stocks in your portfolio, you can use the '+Add Symbol' and delete stocks using the edit portfolio button.
Please use the image below for reference
EDIT HOLDINGS -
To edit the number of shares/lots in your portfolio, visit the 'Holdings' tab.
You can edit shares in a lot by clicking on shares and then choose to edit or add lots:
A.
B.
C.
D.
I hope this helped, feel free to reach out in case further assistance is required.
Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha
Hi all,
To add stocks in your portfolio, you can use the '+Add Symbol' and delete stocks using the edit portfolio button.
Please use the image below for reference
EDIT HOLDINGS -
To edit the number of shares/lots in your portfolio, visit the 'Holdings' tab.
You can edit shares in a lot by clicking on shares and then choose to edit or add lots:
A.
B.
C.
D.
I hope this helped, feel free to reach out in case further assistance is required.
Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha
Is there a way to add your cash holdings? Is there a ticker? I tried CUR:USD, but it doesn't add.
The process above creates three AMZN lines. It's becomes a list of transactions, not a summary of holdings. What I'm looking for would be one line with 400 shares with the cost being the average. Or if there was a sell, that single shares line would be reduced by the number sold. Is there a way to get this result?
Hi all,
To add stocks in your portfolio, you can use the '+Add Symbol' and delete stocks using the edit portfolio button.
Please use the image below for reference
EDIT HOLDINGS -
To edit the number of shares/lots in your portfolio, visit the 'Holdings' tab.
You can edit shares in a lot by clicking on shares and then choose to edit or add lots:
A.
B.
C.
D.
I hope this helped, feel free to reach out in case further assistance is required.
Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha