Refreshing, Updating, and Restoring a Synced Portfolio
Sometimes, if you have an error with your synced portfolio, you made need to refresh, update, or restore it. Doing this is easy. First, go…
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September 2020
The Manage Page under My Portfolios
The Manage page is where all your portfolios will be stored. This includes both your investment and watch-only portfolios. There’s a lot of…
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Upload a CSV File
In this video guide, you’ll learn how to upload a CSV file. A CSV file is a spreadsheet of your positions. This method is…
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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…
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Import Your Brokerage Account
In 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…
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What is a Portfolio in TradeSmith Finance?
A portfolio is like an account at your brokerage. Your positions are in portfolios. TradeSmith Finance offers two types of portfolios: Investment: contains positions you…
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