How to add/edit a holding 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 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. 


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 trash icon to remove the entire holding.

And finally, to add new holdings press the large red + sign.

When everything is completed, press the SAVE button at the top 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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