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Old Version 31

changes.mady.by.user Zane Ullman

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New Version 32

changes.mady.by.user Garland Brown

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Entering a ticker into the Portfolio Monitor

  1. In the upper-left corner of the Portfolio Monitor component, you will find a search field.
  2. Enter the ticker symbol then press "Enter" to add it to the portfolio.
  3. See image to the right.

Image Modified


Adding/Editing Portfolio Monitor Holdings

The Portfolio Monitor has specific column fields that are editable to add or edit asset holdings.

  1. Shares
  2. Buy
  3. PriceDate

For each asset in the portfolio, click the editable field to add/edit holdings (See image to the right).



Viewing realtime portfolio values

When a user inputs the holdings data for an asset within their portfolio, the realtime daily and total portfolio value updates automatically. On the top banner of the portfolio is where to find the realtime portfolio values to monitor the performance (See image to the right).