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" icon 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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