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  1. Simply Wall St Help Center
  2. Watchlist & Portfolios

Watchlist & Portfolios

Create or manage your watchlist and portfolios on Simply Wall St

Guide: Portfolios

  • ā˜… How to: Create or link a portfolio
  • How to: Update existing portfolio through CSV Import
  • How to: Upload CSV File for Transactions Portfolio
  • How to add Brokerage fee
  • How to change Portfolio Type?

FAQs and Troubleshooting

  • I’m having trouble linking my broker/portfolio
  • How to Delete a Portfolio
  • 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?
See all 11 articles

Returns Report

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

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