Modifying and Updating Your Portfolio: A Comprehensive Guide

1. Click on the Edit button found in the Holdings section of your portfolio.
2. To remove or delete a stock, just click on the 3 dots at the right end of the stock you'd wish to remove then click the Delete button.
3. The system will automatically save your input and you can simply click on the Done button to close the modal.

Here's how it is in action:

Three simple steps:

1. Click on the Edit button found in the Holdings section of your portfolio.
2. To edit the number of shares or average price, just simply select the table or specific cell and then type to input the new value.
3. Click on the Done button to close the modal.

How to Calculate Average Price?

To calculate the Average Price, simply get the total cost of the transaction from your broker's account, then divide it by the number of shares transacted, the result should be your average price that you need to input in the system.

Average Price = Total Transaction Cost ÷ Total Shares
Where,
Total Transaction Cost = Total Shares X Price
Total Shares = The total shares you bought

Sample calculation:
If you bought 2 shares of a stock at $125 with $50 as brokerage (and other costs), you compute the average price as:
Average Price = [(Total Shares X Price) + Add on cost] ÷ Total Shares
= [(2 X 125) + 50] ÷ 2 = $150
Thus, instead of using the $125 as your price, you are going to use the average price of $150

Here's how editing is done in action:

1. Click on the Edit button found in the Holdings section of your portfolio.
2. In the editing modal, click on the + Holding button found in the lower left corner.
3. Search your stock by typing the ticker or company name. Then, select from the search results accordingly. You can search and add multiple stocks before proceeding to the next step.
4. Once you have added your stocks, just simply click on the Add button found in the lower right corner of the modal.
5. Input the number of shares and the average price. If you're unsure how to get the average price you can see sample calculation here.
6. Click on the Done button to close the modal.

Here's how it is in action:

1. Click on the Settings button found on the upper right portion of the portfolio tool then choose Rename Portfolio from the dropdown list.
2. Delete the existing name then just type the new name.
3. Click the Save button to finish saving.

Here's how it is in action:

1. Simply access the specific portfolio that you intend to duplicate; and then
2. Click on the Settings button found on the upper right portion of the portfolio tool then choose Duplicate Portfolio from the dropdown list.
3. You will see a modal that allows you to rename the duplicate portfolio. Click “Duplicate” button to proceed.

Here’s how it is in action (Desktop):

1. Simply access the specific portfolio that you intend to delete; and then
2. Click on the Settings button found on the upper right portion of the portfolio tool then choose Delete Portfolio from the dropdown list.
3. A modal prompt will appear to confirm the action. Simply click "Yes, delete" to proceed.

Caution: Deleting portfolio is permanent, we cannot retrieve or restore deleted portfolios.

Here’s how it is in action (Desktop):