Adding a position

You can add two kinds of positions to a portfolio:

A held position

A held position represents a security you currently own. To add a held position, you specify the security's symbol, the date the security was purchased, and the price paid per share.

A watched position

A watched position represents a security whose price you want to track. To add a watched position, just specify the security's symbol.

Note:

To add a sold position, first add a held position and then sell it. See Selling a position for more information.