3. Select the portfolio you wish to add stocks into.
6. Select the company name/ISIN/ticker, date, currency and type in the number of shares that you wish to add. Note that date is required. Then click save:
Note: Make sure that you enter the correct prefix for data to display correctly.
Companies under the TSX Venture exchange will have the prefix V. (as in V.XXX) and T. for TSX-listed companies (T.XX).
USA tickers will have no prefix and would be entered as XXXX