Portfolios gives you the ability to track lists of stocks and ultimately utilize FAST Graphs to conduct research. From the Portfolios menu, you’ll be able to create portfolios, Review the portfolio, immediately graph the portfolio, edit the list of tickers, and edit the Buys and Sells for the individual stocks within it.
With the Basic Subscription the user has the ability to create up to three portfolios.
With the Premium Subscription the user has the ability to create as many portfolios as they wish.
Portfolio Construction & Management
How to Upload Tickers and Transactions From a Spreadsheet to a Portfolio
Here are the steps:
NOTE: DO NOT use dollar signs ($)
Updated 4 months ago