Can I edit a portfolio linked to a broker?

Unfortunately, it is not possible to edit a portfolio that is linked to a broker. The linked portfolio automatically gathers its data directly from your broker to ensure accurate synchronisation.

While editing a linked portfolio is not available, we understand the importance of having up-to-date and accurate information. Occasionally, discrepancies can occur for the following reasons:

  1. Recent Transactions: If you executed a transaction within the last 24 hours, the changes may not have been reflected in your linked portfolio yet. Our platform updates portfolio information at least once daily. Please allow some time for the latest data to be captured.

  2. Delayed Pricing Data: Simply Wall St's pricing data may not have been refreshed immediately after market close. We advise waiting for a few hours to allow the update to occur and display the most recent prices.

  3. Re-Authentication Required: In some instances, the linkage between your brokerage account and our platform may experience disruptions and require re-authentication. If this happens, you will see a notice prompting you to re-authenticate your account.

We appreciate your understanding and value the accuracy of the data we provide to our users. If you require more control over your portfolio data or wish to make specific changes, we recommend creating a manual portfolio. At Simply Wall St, our focus is on developing efficient ways of managing portfolios while ensuring the best user experience possible.

If you have any further questions or encounter any issues, please don't hesitate to reach out to our support team. We are here to assist you and provide the support you need. Thank you for being a part of Simply Wall St!

 

 

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