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.
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
Click on the Columns button on the right hand side of the component.
A panel will slide out with a complete list of all of the column headers to choose from.
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.
Prepare Your CSV Portfolio for Import. You can do one of three things.
Manually create a CSV with the column headers Symbol, Shares, Buy Price, Date, Group