Portfolio Management
Manage and analyse your portfolios on Simply Wall St
Portfolio Guides
- ★ Video Guide: Mastering your new portfolio
- ★ Building the new portfolio tool (Roadmap)
- How to link a portfolio
- How to create manual portfolio
- How to add transactions to a portfolio?
- How to remove/add more stocks and edit number of shares or average price in a portfolio?
Portfolio FAQs and Troubleshooting
- Is it safe to link my broker with Simply Wall St?
- What important updates and events are being sent to me?
- Where can I access the analysis for my portfolio?
- How can I customise my holdings table with different metrics?
- What countries and brokers are supported for linking?
- Can I edit a portfolio linked to a broker?