Portfolio FAQs and Troubleshooting
Frequently asked questions around Portfolio
- 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?
- I’m having trouble linking my broker/portfolio
- My linked portfolio is not up to date. What can I do?
- Which of my Portfolios are captured in the Weekly Update email
- Can I include my cash balance in my Portfolio?
- What happens to delisted stocks
- What are the differences between Watchlist, Holdings and Transactions Portfolio?