How to add stocks provides a streamlined process for managing your investments. Here's how you can add stocks to your portfolio. There are three methods to add stocks to your portfolio:

Manual Entry: Depending on your portfolio settings, you can add stocks manually either as holdings or transactions. Your can check difference between holdings and transaction tracking in this support article.

CSV Import: Utilize the interactive wizard to import a .CSV file with your stock information.

Broker Sync: Sync your portfolio with supported brokers for an automatic update of your stock holdings. The information is updated every time you load your portfolio.

Choose a method that aligns with your needs and makes portfolio management a breeze.

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