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  2. Watchlist & Portfolios
  3. FAQs and Troubleshooting

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?

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