How do I manage my portfolios?

How to Add ticker to a portfolio

Step 1: Select the portfolio that you wish to edit.

Step 2: To add a ticker, click on the "Add Symbol" button at the top of the page.

Step 3: Input the symbol/company name in the search box and then select the relevant ticker from the search results.

Step 4: Then, click on the "Done" button at the bottom and the ticker will be added to your portfolio.

How to Edit/Delete the portfolio

Step 1: First, select the portfolio that you wish to edit.

Step 2: Click on the Pencil icon as shown below.

Step 3:   In the "Name" section you can rename the portfolio

               By clicking on the bin/trash can icon, you can delete the stock

               By clicking on "Delete Portfolio" the entire portfolio will be deleted

How to link/unlink your broker account

To establish a link to your broker, simply click the "Link Broker" button from any Seeking Alpha Portfolio.

To unlink your account, you simply need to simply click on the same link icon and further click on Unlink- Broker and your portfolios will be delinked.

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