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FAQ

Why is the Portfolio X-Ray incomplete for my portfolio?

By any chance, did you create a Watch List? On the site, there are two types of portfolios: Watch List and Portfolio. With a Watch List you can add a stock, fund, or bond to a portfolio without entering prices or number of shares. However, if you create a Watch List and do not enter in prices or number of shares for your holdings, the results of the Portfolio X-Ray will be incomplete. Please note, the only information that will be included will be the top holdings.

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