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Portfolio Management

Learn more advanced features and techniques for managing your portfolio data.

  • Transaction Accuracy and Completeness
  • Rebuild a Portfolio from its Transactions
  • Using Portfolio Groups
  • How To Transfer Holdings Between Portfolios
  • Copy or Move Transactions from one Portfolio to Another
  • Copy To vs Move To vs Transfer To a Portfolio
  • Importing Transactions from a CSV File
  • Export your Transactions to a CSV File
  • Format of the Transactions CSV File
  • Importing Charles Schwab Transactions from a CSV File
  • Converting Dividend+Buy Transaction Pairs to Reinvested Dividends
  • Cost Basis Calculations
  • Comparing Performance to a Benchmark

Categories

  • Alerts
  • Brokerage Import
  • Charts
  • Getting Started
  • On-Line Sync
  • Portfolio Basics
  • Portfolio Management
  • Reports
  • Tracking Different Security Types
  • Troubleshooting Data Issues
  • Watchlists
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