How to edit portfolio

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How do I edit my portfolio in the new format?

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SA Admin Kushal Mehrotra
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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

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stock owl

Same problem here.. i cant' edit portfolio.. only add/delete stocks, but no change in price/qty

Is it a bug or this functionality become PRO only? 

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abacromby

So glad I don't have to feel like the Lone Ranger on this.

Thanks Iuca84p

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SA Admin Kushal Mehrotra
  • Answer
  • Under review

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

Avatar
stock owl

yes clear.. not much intuitive to click on the share number, but anyway thanks for the information, now its ok :)

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dejarjd1
Quote from SA Admin Kushal Mehrotra

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.

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AnOldUR

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?

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Cheriac

My Samsung phone today will not let me edit my holdings.

However my IPad worked fine. Thanks it's 6/142022

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calmak

this does not work...it did work in past...obviiusly a bug in system

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calmak

Sorry...it does work but have to tap no of shares 2x for edit menu to show up....at least for fund holdings.

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wrn202

I hate this. Please can't it be clearer? Every time I need to edit my holdings I forget about this.