- New portfolio. Here you will be asked to enter your
email address, user name, password and other information.
Click the submit button to add your name to our new portfolio database.
This will bring you to a page where you can add companies. To add a new company to your porfolio,
enter their stock symbol, then select the exchange. Place the number of shares, listed price per share
and other details.
Your new portfolio should now be inserted on the box at the right hand side.
- Removing a portfolio. When deleting a transaction on your
portfolio file, simply click on the button at the left side of the symbol and press the Remove button.
Note: You can only remove a transaction line one at a time.