FAQs and Troubleshooting
Frequently asked questions on Portfolio
- 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?
- What happens to delisted stocks
- What does a Liquidated Status Mean?
- What are the differences between Watchlist, Holdings and Transactions Portfolio?
- Unable to see Historical Portfolio Value
- Can I import my transaction data?