A: Roll your mouse over “Create a Portfolio” in the top navigation bar of Portfolio Manager. You will see that the icons correspond to new portfolio, import, and export. Just click on the icon representing the task you wish to perform and follow the instructions. You enter the data yourself in New Portfolio. Import allows you to electronically import your portfolio from other web sites and software.

Export lets you export your portfolio share, ticker, and price data to a file that you can then paste into an Excel document. Create a portfolio now.

A: In the portfolio navigation bar, you will see “Modify This Portfolio.” Click on the icon(s) in this section to add or delete a holding.

A: You can record purchases and sales only in Transaction portfolios. After you have entered a holding in your portfolio, you will see an Edit icon to the left of each holding in your Tracking Views. Just click on that icon and you will be taken to a page where you can enter specific transactions.

A: This is an upcoming feature of the Portfolio Manager and we'll provide instructions when this functionality is released.

A: Enter transactions for each holding in your Transaction portfolio by clicking on the Edit icon next to each holding.

The best picture of your portfolio will come from entering your original purchase date and all transactions since that time. However, that can be time-consuming. An alternative is to use today’s date and price as the starting point, adding transactions moving forward.

A: Find “Organize Portfolio” in the top navigation bar of Portfolio Manager. Roll your mouse over the icons and you will see the name change to “Combine.” Click on that icon to go to the Combine/Delete page. Follow the instructions on that page.