Keep track of stocks you've purchased to monitor your gains and losses. Record multiple lots to track multiple purchases or Dividend Reinvestment Plan (DRIP) purchases. You can record a negative value for a holding using a negative "Shares" quantity (a negative value can't be entered in the "Price Paid" field).
Add a symbol
- On the Home tab, tap the list you want to add a symbol to.
- Tap Symbol in the upper right corner.
- Search for a symbol and then tap it to add it.
Delete a symbol
- On the Home tab, tap the list you want to edit.
- Tap the symbol you want to delete.
- Tap the Followed icon to delete the symbol from your list.
Add lots
- On the Home tab, tap the list you want to add lots to.
- Tap Compare.
- In the "Shares" column for the symbol you want, tap Add or the number of shares.
- If you're entering a new lot, tap the Add icon .
- Enter data for the lot you're adding and tap SAVE.
Edit a lot
- On the Home tab, tap the list you want to edit.
- Tap Compare.
- In the "Shares" column for the symbol you're editing, tap the number of shares.
- Tap the lot you want to edit.
- Update the data fields, as necessary.
- Tap SAVE.
Delete a lot
- On the Home tab, tap the list you want to edit.
- Tap Compare.
- In the "Shares" column for the symbol you want, tap the number of shares.
- Tap the lot you want to remove.
- Tap DELETE LOT.
- Tap OK to confirm.