- Click the Portfolio tab on the home page.
- From the drop-down menu, choose the portfolio you wish to edit.
- Scroll over the Modify tab on the Portfolio navigation bar.
- Choose Add Holding(s).
- On the next screen, choose the Stock/Fund, Bond or Cash tab depending on the holding you wish to enter.
- Type the holding name or ticker in the Ticker field and add other relevant information.
- Click the Save button.
How do I add holdings to my existing portfolio?
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