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?