You may define up to 250 positions in a portfolio (please contact email@example.com if you require a higher limit).
To add a position:
- Click on the "Add" link in the menu
- Enter the symbol (ticker) for the security
- All positions are in US $.
- US stocks
- US ETFs
- US mutual funds
- SMA (Separately managed accounts)
For other assets, please refer to Unrecognized symbols
The cash position uses the symbol $CASH.
It earns the rate of the 90-days US Treasury bill.