Add a stock
Learn how to add your first stock.
Quickstart
Stock must be added to portfolio before adding holdings.
Add to watchlist
Search by name or ticker
Make sure you choose the correct exchange and country!
Done
Stock is added to the table.
Stock market data is not used in risk and other calculations if no shares owned and is in the table for watch purposes only.
Add holdings
Click (+) to add a new row
It is possible to add multiple rows at once.
All rows will be sorted based on the date after the holdings are saved so no need to worry about the ordering.
Enter date, choose account, enter share price, amount and total transaction cost
Account must have sufficient funds to add the investment!
To add a sell transaction enter a negative share amount.
Done
Holdings are added to the stock and statistics are re-calculated.
Remove a holding
Click 'Save'
It is possible to delete multiple holdings before clicking save.
Done
Holdings are removed to the stock and statistics are re-calculated.
Remove a stock
Select a stock you want to delete
It is possible to choose multiple stocks at once.
Click the delete button
Located at the top right of the table.
Done
All statistics are re-calculated.
Archive a stock
Once the stock becomes inactive and there is no need to show it in the active stocks table, it is possible to click the archive button to hide it away into a separate archive table.
All stocks that are in the archive table are not considered when calculating current risk score.
Remove from archive
To restore a stock and move it back to main stock investments table just click the unarchive button that looks identical to the archive one while expanding the stock in the archive table.
References
Check out the risk widget stocks view