How to add/edit holdings in a Manual Portfolio

George -

If you already have a Manual Portfolio, you are able to edit and add holdings to this account directly from your app. 

To do so, tap on the "Settings" tab on the bottom right-hand corner of your screen. 

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From here, go into the "Accounts" tab of your app. 

 

Screenshot_of_settings_page.png

 

When you are on the list of your Accounts, tap the 3 dots on the far right-hand side of the portfolio you would like to edit. 

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After clicking the 3 dots, at the bottom of the page select "Edit Account."

 3_dots_page.jpg

To edit any holding, simply tap the Shares or Total Cost to replace the number. To remove the holding, press the red - sign to remove the entire holding.

And finally, to add new holdings press the + Add New Holdings button. 

When everything is completed, press the SAVE button at the bottom of the screen to save your changes. 

Edit_manuel_account_.png

And then you are done! If you ever run into any other issues, please feel free to email support at [email protected] 

 

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