How to add Custom Investments
Analyse Your Portfolio:
Analysing Your Portfolio
Enter holdings manually
Here’s a straightforward written guide to manually entering your portfolioand unlocking valuable insights: 1. Access the Portfolio Entry Section: From
Loading a portfolio from a CSV file
Here’s a straightforward written guide to loading a portfolio from a csv and unlocking valuable insights: 1. Access the Portfolio
Importing a portfolio from a broker
1. Access the Portfolio Entry Section: Or 2. Select your Broker: 3. Connect your Broker: 4. Import Your Portfolio: 5.