What are the differences between Watchlist, Holdings and Transactions Portfolio?

Watchlist is a great way to track companies you are interested in. This contains only the list of ticker symbols you would want to monitor and analyze.

A Holdings portfolio can easily track the companies in your portfolio similar to a Watchlist but with a corresponding number of shares for each. 

Transactions portfolio is the best and most powerful way to track and analyze your portfolio performance. It includes detailed buy/sell transactions in your account.


Summary of data required when creating Portfolio:



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