In the coming days the Web Portfolio is being migrated to new technology with many new features. We are migrating your current portfolio data with some exceptions:
- Delisted tickers will be transferred to primary symbols for companies that are still traded
- Companies that are no longer traded will not be migrated
- Commodities will not be migrated
- Index listings may not be processed
Because of these and other potential issues we strongly recommend that all members take a moment to back up their data to their own computer. Click below for a brief 1 minute video demonstrating how:
Stockstream Subscribers with current paid subscriptions will continue to have access to the current portfolio via the Stockstream application. Read more in this announcement |
Backup Steps:
- sign in to your Stockhouse member account
- navigate to the web portfolio http://www.stockhouse.com/portfolio
- Each portfolio must be downloaded separately. First view the portfolio you wish to download
- Click the "Download Portfolio" button to download
- The resulting CSV file can be viewed in most spreadsheet applications including the free LibreOffice
- Repeat steps for every portfolio you wish to backup
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