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 "Holdings" tab on the left hand side 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. 



When you are on the list, tap the portfolio you would like to edit and select "Edit Portfolio" on the screen that appears. 


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 right of the screen to save your changes. 

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


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