Adding Positions to a New Manual Portfolio
You can add positions to TradeStops when manually adding a new portfolio.
You’ll fill out your portfolio information on top, and then the fun begins.
Below the portfolio information is a form for your positions.
Simply type in the tickers. A drop-down box will appear where you’ll select the correct ticker. You can see an example of this in the screenshot above. Then, just fill out the rest of the form. If you don’t know the Entry Date and Entry Price, that’s okay. You can always enter that info later.
Just click Save Portfolio when you’re done.