Adding and Editing Items
Add a PortfolioAdd a QuoteAdd a TransactionEdit a Portfolio, Quote, or TransactionDelete a Portfolio, Quote or TransactionMove/Copy a Quote or TransactionMerge/duplicate portfoliosAdding Custom PricesAdd Notes to a QuoteRecord a Dividend or DRIPRecord a Symbol ChangeRecord a Split, Merger, Spin-off, or AcquisitionCustomizing quote display name
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