How to quickly import a missing portfolio

If you have imported your brokerage accounts into TradeStops, and subsequently add a new account to that same brokerage platform, you can use our “Import Missing Portfolios” feature.

To bring over just those new accounts, take the following steps:

  • Click on the Portfolios tab in the main menu at the top of the page.
  • To the left of your portfolio name, click on the downward-pointing triangle. Then, click synchronize.

 

click synchronize

  • In the screen that appears, click Import.

click Import

Your new portfolios will be pulled in & can be viewed in your Portfolios List. Click the Portfolio to view the positions and apply new alerts.

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