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  1. Simply Wall St Help Center
  2. Portfolio Management

Portfolio Management

Manage and analyse your portfolios on Simply Wall St

Getting Started with Portfolio

  • ★ Video Guide: Mastering your new portfolio
  • Getting Started with Portfolios and its Benefits
  • Understanding the Portfolio Returns, Analysis & Calculations
  • What important updates and events are being sent to me?

Creating, Linking and Managing Your Portfolio

  • Linking Your Broker to Simply Wall St
  • Managing Linked Broker Accounts
  • Creating a Manual Portfolio
  • How to Bulk Add Transactions to Create Your Stock Portfolio
  • Modifying and Updating Your Portfolio: A Comprehensive Guide
  • Troubleshooting Broker Linking

Analyzing Your Portfolio

  • Understanding Your Portfolio: Dividend Quality & Forecast
  • Understanding Your Portfolio: Performance
  • Assigning Fair Values & Monitoring Your Narratives: A Complete Guide

Legacy Portfolio FAQs

  • Can I still use my old portfolio?
  • How do I migrate a legacy portfolio to the new version?
  • Something is broken. Are you going to fix it?
What's New

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