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
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?