Troubleshoot Issues with your Linked Portfolio

Contents of this article:

• Is your linked portfolio disconnected?
• Is a holding missing or unmatched?
• Is a holding matched to the wrong company or listing?

Is your linked portfolio disconnected?

Your portfolio depends on data from your broker. Occasionally, the connection between your brokerage account and Simply Wall St is disrupted and needs to be re-authenticated. Causes can include changes on your broker's side. 

When this happens, a notice asks you to relink your portfolio.

Relink your portfolio

1. Open the affected portfolio.
2. Select "Relink with (your broker)" at the top of the portfolio page. 
3. Follow the prompts to reconnect your brokerage account.

Here's what it looks like:

Is a holding missing or unmatched?

After linking, a holding may not be matched to a company in Simply Wall St. First, check whether the investment type is supported.

Unsupported investments

• Mutual funds
• Bonds and other fixed-income investments
• Cryptocurrencies

You can't fix an unsupported holding by matching it manually.  Since they are not available on the platform, they cannot be added to your portfolio. 

Match a supported holding manually

If a supported holding wasn't recognised automatically, you can match it yourself. This can happen when your broker identifies the holding differently from Simply Wall St. 

1. Open the linked portfolio.
2. Find the unmatched holding. 
3. Select Match Ticker. 
4. Search for the correct stock in the suggested list. 
5. Confirm the match. After you confirm, the holding is associated with the stock you selected. 

Here's how it works in action (Desktop version):

Is a holding matched to the wrong company or listing?

Simply Wall St covers companies on many exchanges, and one ticker can belong to different companies or exchanges. A holding can be matched to the wrong one during the automatic import.

Re-match a holding

Use this if the holding was matched, but not to the right company or exchange. If the holding wasn't matched at all, see this guide.

1. Go to your linked portfolio and find the holding.
2. Select the three horizontal dots (⋯) next to the company. 
3. Select Re-match holding. 
4. Search using the ticker symbol or company name.
5. Select the correct company and exchange.
6. Select Match Ticker to confirm. 

Here's how it works in action (Desktop version):

Still having problems?

If you still have problems with your portfolio, please contact our Support Team here, and we'll assist you.