View any of your
5 custom portfolios.
You can monitor your portfolio
performance by clicking on
Performance, Intraday
and Fundamentals options.
Click Add when you are done.
Save your changes.
To begin, click Edit Portfolio.
These custom portfolios allows
you to create a customized view
of all your holdings, including
counters traded on other
platforms, for ease of monitoring.
Select the portfolio you wish to
edit. You may choose to rename
your portfolio.
Key in the stock name or symbol
in the search bar.
Select a stock to add it
to your custom portfolio.
Select the action and key in
all relevant fields.
To create a custom portfolio,
go to My Account.
Click on Custom Portfolio.
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How to customize your portfolio