How to create a Manual Portfolio

George -

To monitor your investments in all of your different brokerage accounts, you can start by creating a manual account. To do so, tap on the "Holdings" tab on the top of your screen. 


From here, go into the "Edit Portfolios" section of your app. You can do this by tapping the small icon in the upper right. 


From here, you can tap the + sign in the bottom right to add in a portfolio.

Tapping the + sign will bring up a list of brokerages for you to select. To create a manual portfolio, go to the bottom and tap "New Manual Portfolio". 


After you press "Create a Manual Portfolio", just follow the steps below. Enter a username, enter in any cash in the account, then press the "+" to start entering in tickers, shares, and the total cost. 


When you are done, just press SAVE in the upper right and the portfolio will be added to your list. If you ever run into any trouble along the way, please always feel free to send us an email at with any questions you may have. 

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