How do I add my shares manually?

Once you've set up your account, and logged in, click on "Add" at the top of the page, and:

  1. select the Asset Category Name from the drop-down menu
  2. you can either type the exchange code of the investment, or scroll through the options in the menu
  3. type in your broker and fees and use the calendar to select the date your purchased them, and
  4. 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.