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  3. Portfolio Queries
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Portfolio Queries

  • What is the Portfolio tool?
  • How are certain transaction values calculated?
  • How can I sort or filter through transactions?
  • How do I add transactions to my portfolio?
  • How do I change the currency of my portfolio(s)?
  • How do I create a new portfolio?
  • How do I create a new view or edit an existing view for my portfolio or watchlist?
  • How do I create a watchlist for my portfolio?
  • How do I edit or delete transactions in my portfolio?
  • How do I manage dividends in my Portfolio?
  • How do I rename my portfolio?
  • How do I set alerts for my portfolio?
  • How is my Portfolio summary calculated?
  • What do the transaction values mean in my portfolio?
  • What information is available on the portfolio tool?
  • Where can I find my portfolio notes?
  • Why am I missing data in my portfolio?
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Chat - Mon-Sat: 24 hours
Phone - Mon - Fri: 24 hours

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Sat: 8am - 1pm
Sun: Closed

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