How to edit portfolio

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abacromby
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How do I edit my portfolio in the new format?

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3
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

Replies 23
Avatar
3
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

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0
abacromby

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

Thanks Iuca84p

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1
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?