Portfolios

Group instruments into portfolios, by weight or by quantity, or start one from your watchlist.

Portfolios (signed in) lets you follow groups of instruments together. Your plan sets how many portfolios you can have and how many lines each one holds.

Create a portfolio

Under New portfolio, give it a Name, choose whether Lines are Weights or Quantities, and its Currency.

Add or change a line

Under Add or change a line, give the Instrument (an InfoTrie id, as on the watchlist), its Weight or Quantity, and the Entry date. Adding an instrument that is already a line changes that line.

Import my watchlist adds the items of your watchlist as lines.