How do I manage my portfolios?

How to Add ticker to a portfolio

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

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

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

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

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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.

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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

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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.

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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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Please email us at or give us a call at 1-347-509-6837 if you need any help.

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