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Under review

How to edit portfolio

abacromby 2 years ago updated by wrn202 3 hours ago 10

How do I edit my portfolio in the new format?

Answer

+2
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

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.

Thanks Iuca84p

+2
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

+1

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

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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

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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.