How to edit portfolio
How do I edit my portfolio in the new format?
How do I edit my portfolio in the new format?
Only my cash holdings allow me to change/edit shares etc, those are highlighted in blue the other are black and won't allow me to change
Good morning. I recently subscribed to S and had the same problem you noted 8 months ago. Only cash holdings or new buys are in blue. Did you ever resolve this?
Only my cash holdings allow me to change/edit shares etc, those are highlighted in blue the other are black and won't allow me to change
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
Is there a way to add your cash holdings? Is there a ticker? I tried CUR:USD, but it doesn't add.
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