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How do I create a new portfolio, import an existing portfolio from another site or software, or export my portfolio data?

April 26, 2017create Data existing export import portfolio site Software

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How do I create a new portfolio, import an existing portfolio from another site or software, or export my portfolio data?

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Roll your mouse over “Create a Portfolio” in the top navigation bar of Portfolio Manager. You will see that the icons correspond to new portfolio, import, and export. Just click on the icon representing the task you wish to perform and follow the instructions. You enter the data yourself in New Portfolio. Import allows you to electronically import your portfolio from other web sites and software. Export lets you export your portfolio share, ticker, and price data to a file that you can then paste into an Excel document. Create a portfolio now.