“Add Stock or ETF.” Start typing the name or symbol of your first company or
ETF in the box. Auto-suggest will automatically start to predict what you're
looking for. Choose the date you purchased your investment and the price will automatically calculate
to the closing price on that day. Alternatively, you can fill in your own share price. Fill in
the number of shares and your total buy price will automatically calculate.
Click “Add” and now it's part of your Portfolio. Repeat the same process to add
as many stocks and ETFs as you'd like.