The "Actions" tab in FAST Graphs provides a comprehensive set of tools to manage your portfolios efficiently. While some features, like adding new tickers and transactions, are available in other parts of the portfolio app, the Actions tab consolidates all these features into one convenient location.

The Holdings section allows you to manage the tickers and transactions within your portfolio.

Use this option to add new stock tickers to your portfolio. This helps you expand your watchlist or portfolio with additional investments you want to track.

Select this option to quickly search for a ticker and add transactions. You can also import from a CSV file from this location.

This feature enables you to import transaction data into your portfolio. You can upload a file containing your buy and sell transactions, making it easier to update your portfolio with historical data.

You can export your transaction data from FAST Graphs for external use or record-keeping. This option allows you to download a file containing all your portfolio transactions.

The Views section is designed to help you customize and manage the way you view your portfolio data.

Create a new custom view to display specific metrics and data points that are important to you. This helps in tailoring the information display to your needs.

Apply a pre-existing view to your portfolio. This feature allows you to reuse views you have previously created or saved.

Access the View Manager to manage all your views. Here, you can create, edit, or delete views and organize how your portfolio data is presented.

The Portfolios section provides tools to create and manage your investment portfolios.

Use this option to create a new portfolio. This is useful when you want to start tracking a new set of investments or create a watchlist for potential investments.

Here is where you can modify the portfolio name.

Upgrade your basic portfolio to an advanced portfolio. This adds additional tracking features such as XIRR calculation, income tracking, and diversification analysis.

Remove a portfolio you no longer need. This helps in keeping your account organized by getting rid of outdated or unnecessary portfolios.