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Sections

Overview
Account & Security
Portfolio Tracker
Trading Journal
Asset Index

Start here

Portfolio tracker overview
Create your first portfolio account
Account types and platforms

First transaction

Add a transaction
Edit or delete a transaction
Understand open and closed positions

Cash tracking

Track cash in your portfolio
Add a cash snapshot
Add a cash transaction
Why cash tracking can be disabled

Valuations and troubleshooting

Add manual valuations
Why portfolio values can be partial

Tables and reporting

Current value pages and realized P/L
Table columns, sorting, and filtering

Income and reporting

Add dividend income
Portfolio currency and display mode
Understand allocation and return values

Account organization

Edit or delete an account
Reorder portfolio categories

Review and access

Review your portfolio overview
Read-only access and subscription limits

Portfolio Tracker support

Start with an empty portfolio, create your first account, add a transaction, and review your overview.

  1. Help center
  2. Portfolio Tracker

Start here

  • Portfolio tracker overview
  • Create your first portfolio account
  • Account types and platforms

First transaction

  • Add a transaction
  • Edit or delete a transaction
  • Understand open and closed positions

Cash tracking

  • Track cash in your portfolio
  • Add a cash snapshot
  • Add a cash transaction
  • Why cash tracking can be disabled

Valuations and troubleshooting

  • Add manual valuations
  • Why portfolio values can be partial

Tables and reporting

  • Current value pages and realized P/L
  • Table columns, sorting, and filtering

Income and reporting

  • Add dividend income
  • Portfolio currency and display mode
  • Understand allocation and return values

Account organization

  • Edit or delete an account
  • Reorder portfolio categories

Review and access

  • Review your portfolio overview
  • Read-only access and subscription limits
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