My Stocks Portfolio
  • Introduction
  • Announcements
    • Sunday Server Maintenance
  • Help Guide
    • Backup and Import
      • Backing up data or switching devices
      • Import and Export data
      • Recovering deleted data
    • Adding and Editing Items
      • Add a Portfolio
      • Add a Quote
      • Add a Transaction
      • Edit a Portfolio, Quote, or Transaction
      • Delete a Portfolio, Quote or Transaction
      • Move/Copy a Quote or Transaction
      • Merge/duplicate portfolios
      • Adding Custom Prices
      • Add Notes to a Quote
      • Record a Dividend or DRIP
      • Record a Symbol Change
      • Record a Split, Merger, Spin-off, or Acquisition
    • Finding a symbol
      • Cryptocurrency
      • Stock Options (Calls/Puts)
      • Market Indices
        • Americas
          • USA
          • Canada
        • Europe
          • UK
          • Germany
          • Switzerland
        • Asia-Pacific
          • Australia
          • India
          • Japan
          • Singapore
      • US Treasury Bill rates
      • Commodities / Precious Metals
      • Thrift Savings Plan (TSP)
      • Using ISIN, WKN, or other code
    • Customizing Display
      • Default start page
      • Sorting
      • Hide closed positions
      • Holdings calculation price
      • Filter news publishers
      • Display language
    • Multi Currency Portfolios
      • Home currency for all holdings
      • Forex rate at time of transaction
      • Mixed home currency and local currency
      • Hiding Currency Symbols
    • Widgets
    • Calculations
      • Reset daily changes at midnight
      • Unrealized and realized
      • Annualized / Unannualized XIRR
      • Use Last / Bid / Ext / etc price for holdings
    • Desktop Access
    • Account
      • Reset Password / Passcode
      • Changing sign-in email
      • Sharing your premium subscription between devices
      • Transferring premium subscription to new email
      • Deleting my account / data
    • Investing Terminology
      • Charts
        • Hollow candlestick
        • Volume bar colors
  • Troubleshooting
    • Notifications
      • Not receiving notifications
      • Notifications have no sound
    • Font Color Issues
      • Why am I seeing inverse red and green colors?
      • Why am I not seeing red and green colors?
      • Why am I seeing yellow and green colors?
    • Quotes aren't refreshing
    • I paid to remove ads but they are still showing up
    • Widget issues
      • Android
        • My widget is empty
        • My widget is not updating
    • Force update to latest version
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  1. Help Guide

Adding and Editing Items

PreviousRecovering deleted dataNextAdd a Portfolio

Last updated 10 months ago

Add a Portfolio
Add a Quote
Add a Transaction
Edit a Portfolio, Quote, or Transaction
Delete a Portfolio, Quote or Transaction
Move/Copy a Quote or Transaction
Merge/duplicate portfolios
Adding Custom Prices
Add Notes to a Quote
Record a Dividend or DRIP
Record a Symbol Change
Record a Split, Merger, Spin-off, or Acquisition