How to Import/Upload a Portfolio?

Step1. In Excel have all your Watchlists in one column.

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Step 2. Select the entire column and copy it.

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Step 3. Go to My Portfolio and select Create New Portfolio.

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Step 4: Give a name to your portfolio and click "Create New Portfolio"

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Step 5: After clicking on you will get a pop-up shown below, paste all the tickers from the excel sheet in the space highlighted below

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Step 6 : After pasting the symbols, click on "Done"

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Your desired watchlist tickers will be added to your desired portfolio.

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