How to manage your Portfolio

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. 

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