Keep tabs on your investments with ease! Our dynamic portfolio tool keeps your balances up-to-date, reflecting the latest market rates for stocks and crypto.
Getting started is simple:
- Add Your Holdings: Head to the Portfolio page and click "Add."
- Search: Type the name of your holding in the search bar and select it.
- Enter Details: Add the number of shares and select the account.
That’s it! Your holdings have been added to your portfolio and you can keep track of all your investments in one place.
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