Manually Adding Assets/Liabilities
On the Portfolio screen, there are a variety of options that allows you to add information to your portfolio:
These options work the same way as in Fact Finder and Assets/Liabilities section. However, any entries you add from the Portfolio page will NOT reflect in Fact Finder and Assets/Liabilities.
Adding a Model Portfolio
You can add multiple assets at the same time by setting up a Model Portfolio.
This can then be added using the below option:
Removing Manually Added Entries
Under Options sub-heading in Portfolio, click on Reset Values:
This will remove all the manually added entries. However, it will initially appear as if you have deleted all your data- you just need to click on the Portfolio header to retrieve the initial information from Fact Finder and Assets/Liabilities.