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.
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