Manage Portfolios
Create a portfolio
- Click the navigation menu and click Portfolios
- Click on the + button to add a portfolio
- Enter a portfolios name and click Save
- You are now ready to add positions to your portfolio
Add a position
- Beside the porfolio name, click on + button
- Enter first few letters of a ticker, e.g. AAPL and select the ticker you wish you add
- Enter numbers of shares e.g. 1000
- Enter the price paid for each shares e.g. 123.45
- 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
- In the position row, click the number of shares or the price paid column
- Enter numbers of shares e.g. 1000
- Enter the price paid for each shares e.g. 123.45
- Click Save to add the position to the portfolio
Delete a position
- Click on the red delete button on the bottom right of the page to activate the delete mode
- Click on the grey delete beside the position ticker
- Click Delete to confirm and remove the position from the portfolio
Delete a portfolio
- Click on the red delete button on the bottom right of the page to activate the delete mode
- Click on the grey delete beside the portfolio in the top right
- Click Delete to confirm and remove the portfolio