Adding a stock to a Portfolio
- Tap the Portfolio selection dropdown box at the top of the page.
- Tap the +Add Stock button to the right of the destination portfolio.
| If the stock is being added to the active portfolio, you can tap the + Add Stock button at the top of the page or at the bottom of the portfolio’s list of stocks. |
- Type the stock symbol or the name of the company to search.
- Tap the stock in the search results. The stock will be added to the list and removed from the search results.
- Tap Done to return to the Portfolios list.
- Tap Done to return to the active portfolio.
Deleting a stock from a Portfolio
- Tap Edit above the list of stocks.
- You will see the red Delete button next to each stock in the list, use it to remove stocks.
- When finished, tap Done to return to the previous screen.
Visual Guide
Adding a stock to a Portfolio
1. Tap the Portfolio selection dropdown box at the top of the page.
2. Tap the +Add Stock button to the right of the destination portfolio.
3. Type the stock symbol or the name of the company to search.
4. Tap the stock in the search results. The stock will be added to the list and removed from the search results.
5. Tap Done to return to the Portfolios list.
6. Tap Done to return to the active portfolio.
Deleting a stock from a Portfolio
1. Tap the Edit button above the stock list.
2. Tap the red delete button next to the stock to be deleted.