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Sometimes a user can get confused when they go to their My Portfolio page when they have several portfolios set up. If the “ADD TO PORTFOLIO” button is greyed out (as if active it would be a green button), that means you have multiple portfolios set up. And you need to first select the specific portfolio you want to add the symbol into , and then that portfolio will be displayed and the ADD button will become green. See the first sreenshot below.

Once you have a selected portfolio, the “Add to Portfolio” button will turn green.  You just start typing the symbol or name in and click on the one from the list displayed. Then click the green Add to Portfolio button.. Your page will automatically refresh and show you the symbol you have added. See second picture below.

If perhaps you set up a portfolio and now want to get rid of it, again you must have selected a specific portfolio in order for the Delete Portfolio (from the Setup tab) to become highlighted and active. See instructions below.

And to learn how to Delete a Symbol, click here


Add Symbol

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