VIQI VIQI Help

Manage Portfolios

Create a portfolio

  1. Click the navigation menu and click Portfolios
  2. Click on the + button to add a portfolio
  3. Enter a portfolios name and click Save
  4. You are now ready to add positions to your portfolio

Add a position

  1. Beside the porfolio name, click on + button
  2. Enter first few letters of a ticker, e.g. AAPL and select the ticker you wish you add
  3. Enter numbers of shares e.g. 1000
  4. Enter the price paid for each shares e.g. 123.45
  5. Click Save to add the position to the portfolio

Edit a position

Once a position is added, you can update the number of shares or price paid for each share

  1. In the position row, click the number of shares or the price paid column
  2. Enter numbers of shares e.g. 1000
  3. Enter the price paid for each shares e.g. 123.45
  4. Click Save to add the position to the portfolio

Delete a position

  1. Click on the red delete button on the bottom right of the page to activate the delete mode
  2. Click on the grey delete beside the position ticker
  3. Click Delete to confirm and remove the position from the portfolio

Delete a portfolio

  1. Click on the red delete button on the bottom right of the page to activate the delete mode
  2. Click on the grey delete beside the portfolio in the top right
  3. Click Delete to confirm and remove the portfolio
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