Create a Manual Portfolio
In this video guide, you’ll learn how to create a manual portfolio. This method is great for creating watch portfolios. It’s also a fantastic…
Read nowIn this video guide, you’ll learn how to create a manual portfolio. This method is great for creating watch portfolios. It’s also a fantastic…
Read nowWhen you import your portfolio from your broker, it will come through with the last four digits of your brokerage account’s number. If you only…
Read nowSynchronizing your data is the fastest way to pull in all of your stocks and options. To sync your brokerage account on TradeSmith Finance,…
Read nowThere are three ways that you can set up your broker account on the TradeSmith Finance site. You can: Link to the Brokerage Add…
Read nowSometimes, it can be helpful to duplicate your portfolio. This is helpful when researching new investments for your portfolio. Duplicating a portfolio in TradeSmith is…
Read nowIn this video guide, you’ll learn how to sync your brokerage account to TradeSmith Finance. We employ a one-way data transfer. None of your…
Read nowIncluded here are the known issues we have faced with the Broker Synchronization feature. Our team is always in the process of improving the synchronizing…
Read nowThe Portfolio Equity Performance Graph determines the portfolio’s performance by calculating the daily gains and losses of your open and closed positions. You can view…
Read nowSometimes, if you have an error with your synced portfolio, you made need to refresh, update, or restore it. Doing this is easy. First, go…
Read nowPortfolio synchronization errors Your portfolio may fail to refresh due to one of the following reasons. User’s brokerage account is locked. This usually results from…
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