Once you've set up your account, and logged in, click on "Add" at the top of the page, and:
- select the Asset Category Name from the drop-down menu
- you can either type the exchange code of the investment, or scroll through the options in the menu
- type in your broker and fees and use the calendar to select the date your purchased them, and
- add the quantity you purchased, and the value per unit when you purchased them.
You'll get to review what you entered, before it gets added to your dashboard.