How do I edit my portfolio in the new format?
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.
I hope this helped, feel free to reach out in case further assistance is required.
Data QA Analyst, Seeking Alpha
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?
So glad I don't have to feel like the Lone Ranger on this.
Is there a way to add your cash holdings? Is there a ticker? I tried CUR:USD, but it doesn't add.
yes clear.. not much intuitive to click on the share number, but anyway thanks for the information, now its ok :)
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?
My Samsung phone today will not let me edit my holdings.
However my IPad worked fine. Thanks it's 6/142022
this does not work...it did work in past...obviiusly a bug in system
Sorry...it does work but have to tap no of shares 2x for edit menu to show up....at least for fund holdings.
I hate this. Please can't it be clearer? Every time I need to edit my holdings I forget about this.
Customer support service by UserEcho