Portfolio Monitor

Created by Zane Ullman
Last updated: Sep 11, 2018

Adding a Ticker Symbol

Click in the search field in the upper-left corner and type the ticker symbol. Press "Enter" to add the ticker to your portfolio. You can also click on a suggested symbol or click through subcategories to see more specific suggestions.


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 Price
  3. Date
  4. Group

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



Viewing Realtime Portfolio Values

When holdings data is entered 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).

Adding/Removing Column Headers

  1. Click on the Columns button on the right hand side of the component.

  2. A panel will slide out with a complete list of all of the column headers to choose from.

  3. Click the check box adjacent to the column header name. A check in the box designates that the column header is active within the portfolio. An unchecked box designates that the column header has been removed from the portfolio.

Importing Portfolios

  1. Prepare Your CSV Portfolio for Import. You can do one of three things.
    1. Manually create a CSV with the column headers Symbol, Shares, Buy Price, Date, Group
    2. Download the Import Template.csv.
    3. Download a pre-made template here.
  2. Click on Manage Portfolios at the top right of the component.
  3. Click on "Import Portfolio from CSV".
  4. Navigate to your CSV file and select it.