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  2. Portfolio & Watchlist

Portfolio & Watchlist

Create or manage your portfolio on Simply Wall St

Quick Guides

  • ★ How to Create a Portfolio
  • ▶️ Getting started with Watchlists and Portfolios
  • Updating Existing Portfolio Through CSV Import
  • How To Create A New Watchlist
  • How to upload CSV File for Transactions Portfolio
  • How to add Brokerage fee
See all 7 articles

FAQ

  • Which of my Portfolios are captured in the Weekly Update email
  • How to Merge portfolios
  • I am unable to add a stock/ ETF to a Portfolio
  • Can I include my cash balance in my Portfolio?
  • What happens to delisted stocks
  • What does a Liquidated Status Mean?
See all 7 articles

Returns Report

  • Detailed Returns report - Troubleshooting
  • How to read the Detailed Returns Report

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