Is there an easier way to store a large portfolio as a symbol list?
Yes! • If you have your portfolio in a text file, or a spreadsheet, just copy the symbol names, and paste them directly into the edit symbol list page. Each symbol should be on a different line. Don’t worry about duplicate entries or blank lines. • Click here to see this in the web-based product. • Click here to see this in Trade-Ideas Pro. • Some brokers are integrating with Trade-Ideas to make this process even easier. The upload can be completely automated, or you can review and approve the process. For more information contact us or your broker.
