Add a New Symbol to My Portfolio

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. With a selected...

How do I contact SmartStops?

You can contact SmartStops.net by: Emailing support@smartstops.net or filling out the form on our Contact Us web page Calling toll-free 1-877-654-7766.   Please leave a voicemail if no one is available to take your call. Chatting or submitting a question via our “chat agent” at the bottom of each web page. We look forward to hearing from you.

How do I Import or Upload my symbols?

Once you login you will go to your Portfolio page.  There you can just enter the symbol and a list will appear as you type in to select your symbol from.  Once selected, click on Add Symbol. If you have multiple symbols to upload, just click on the Setup tab on your Portfolio page.  Then click on the Import Stocks (and ETFs) to your Portfolio link.   There you can quickly type in your symbols, separated by a space and comma.   See screenshot...

How do I sync with my Broker?

SmartStops offers a brokerlink account feature for TD Ameritrade and Tradeking (Ally) users.  Follow the QuickStart Guide to set your account up.  Please note that our Broker Integration not only brings in your stock and etf symbols* but you can also transmit the stop loss orders directly onto your portfolio at your broker in 3 easy steps. Learn more at our Broker Integration page. If you would like to see SmartStops directly on your portfolio...