Looking for information about how to manage your brokerage account or Portfolio on AOL? Here you will find helpful steps to better manage all of your Portfolios through the Finance Portfolio, from adding an account to adjusting your charts to better meet your needs and goals. All information in this type of Portfolio must be manually updated.

These Portfolios are linked to the brokerage updated automatically when a change occurs on the brokerage side. These types of Portfolios cannot be modified as they are being automatically updated. To view your Portfolios, visit http: You may reveal as many or as few Portfolios as you wish.

To reveal all of your Portfolios at once, click Expand All above your Portfolios. To collapse all of your expanded Portfolios at once, click Collapse All above your Portfolios. The Total Cost per ticker is automatically calculated using the information you enter for Shares Owned and Price Paid per Share. All of your Portfolios are updating constantly with pricing throughout the day. Tickers that are not supported by SigFig and are included in synced brokerage accounts will update once daily, as determined by your brokerage firm.

Additionally, you can select another index to compare your holdings to by selecting from the drop down list on top of the chart.

If you are seeing an odd, incorrect gain or loss on an item in your Portfolio, ensure that you have entered the purchase price correctly. Always enter the purchase price per share, not the value of the total purchase cost. Simply click the symbol in your Portfolio and you will be taken to the quote page for that symbol. You're likely in a transition period in which newly opened accounts are unable to sync, especially if the cash and holdings haven't settled in the account.

We just need to know which brokerage you're at, your account type IRA, individual, k, etc. We're growing our list of supported brokerages all of the time, but we may not have gotten to yours yet.

Each connection is custom built, so it can take some time for us to get each and every brokerage. We appreciate your patience while we work on growing the list of brokerages that our users can link with.

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In the meantime, you may want to simply create a manual Portfolio instead so you can still view your holdings in your Portfolio. Most likely you have manually entered the cost basis for a holding this is the case for all manual Portfolios and some synced Portfolios where the cost basis has been altered or updated manually. However, you can manually edit your cost basis by following the steps from the How do I edit holdings in a manual Portfolio?

The prices for mutual funds are updated after the closing bell each day when the mutual funds report their prices. You will need to edit the stock to reflect the correct amount and cost of shares. If for some reason you cannot find the holding to add to your Portfolio check the following items:.

You can also add a position to a ticker you already own by clicking Settings and selecting Edit Holdings next to the Portfolio you wish to edit. You can easily update your number of shares and price per share for each ticker in your manual Portfolios.

You can also update or edit your ticker by clicking Settings and selecting Edit Holdings next to the Portfolio you wish to edit. You cannot edit tickers in synced brokerage accounts. Your synced brokerage accounts will update once daily, as determined by your brokerage. These holdings update automatically and do not need to be refreshed. Mutual Funds will update once daily, as determined by the fund. Data displayed on the Quotes page and AOL. To see when a ticker was last updated, hover over the ticker's last price for information on price updates.

You can also delete your ticker by clicking Settings and selecting Edit Holdings next to the Portfolio you wish to update.

All of the holdings are held inside of the Portfolios at http: On this page, you should see the titles of all of your Portfolios below a large grand total. This will expand the Portfolio and show you the stocks inside. This will open all Portfolios at once. At this time, printing in landscape mode and printing in color is not supported. We apologize for the inconvenience.

You should enter the number of shares and purchase price in whole numbers or decimals up to two digits. The Portfolio application cannot accept fractions.

Where can I find more information on how to use Portfolios on the new AOL Finance experience? Make sure you select the browser that you are using to access AOL Finance.

If you are using the AOL Desktop Software to access AOL Finance then please refer to our help article AOL Desktop Software: Search for your question Search Search.

My Account Sign Out Sign In My Account. Managing your AOL Finance Portfolio. Click a heading below for more information about managing your Finance Portfolio. To add a brokerage account: Search for your Brokerage or select a brokerage from the most popular list. Enter your credentials for the account you have selected. To create or add a manual Portfolio: Sign in to your Finance account and go to your Holdings page located at the top of your page Click Add Portfolio.

Click Create Manual Portfolio at the bottom of the window that appears. Enter your desired Portfolio Name. Type the name of your Holdings , and click on the correct security name that appears. Enter your Shares Owned and Price Paid per Share. Repeat this process until you have added all of your tickers. If applicable, click Add Cash and enter your cash balance. To add a mutual fund to your manual Portfolio: Sign in to your Finance account and go to your Holdings page located at the top of your page Click Edit This Portfolio above the Portfolio you wish to update.

Enter the Holding or Ticker and click on the correct security name that appears to add it to the list. Enter your Shares Owned , and Price Paid per Share. Repeat this process to add additional funds to your Portfolio. Click Save to see the changes applied to your Portfolio. Sign in to your Finance account and go to your Holdings page located at the top of the screen. Click Settings in the upper right hand corner of your page.

Next to the Portfolio or brokerage account you wish to delete, click Delete. You will have to make these adjustments manually by changing your purchase price. A few things could be happening when brokerage accounts don't import or sync correctly: Your login credentials may be entered incorrectly. Do a quick check to confirm the credentials you are entering match the required fields.

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For example, some brokerages may require you enter your SSN instead of your username as the login. Your login credentials may have recently been changed. Have you recently changed your brokerage login or password? If so, take a minute to update this information in your Portfolio. Your brokerage is not supported. You may want to try deleting your Portfolio and attempting to link it again to see if this can correct the issue.

To delete a Portfolio check out the How do I delete a Portfolio or brokerage account? How do I add a holding? To add a holding to your Portfolio, start from the Portfolios page.

The holding will then be added to the Portfolio. Click Settings in the upper right hand corner of your Portfolio. Locate the Portfolio you would like to change. Enter the Ticker Symbol or Company Name. Suggested names will appear to select from as you begin typing. If for some reason you cannot find the holding to add to your Portfolio check the following items: Ensure the stock is not a Preferred or International stock symbol.

These types are not supported. If the above is not true, use a search engine to locate the information about the company in case the company has spun-off or is registered under a new name. Updated names may take a few weeks to appear. To add a new ticker to your Portfolio: Sign in to your Finance account and go to your Holdings page located at the top of the page.

Enter the Holding or Ticker , and select the correct ticker. You cannot add tickers to your synced brokerage account. To add a new position to a ticker you already own: Click Edit This Portfolio to the right of the Portfolio you wish to edit. Click Edit next to the ticker you want to add a position to. Click Add a transaction and enter the Date , Number of Shares , and Price Paid per Share.

To update or edit a ticker in your Portfolio: Sign in to your Finance account and go to your Holdings page located at the top of the page Click Edit This Portfolio to the right of the Portfolio you wish to edit.

Enter the updated information concerning Shares Owned , Price Paid per Share. Click Save to see the changes applied to your ticker. To delete a ticker in your Portfolio: Click Edit This Portfolio to the right of the Portfolio you wish to update. Select which tickers you wish to delete in the Delete column by checking the box next to each holding.

Once you have completed your updates, click Save. Confirm that you wish to delete the tickers. This action cannot be undone.

To edit a Portfolio that already exists: Simply click on the number you would like to edit and replace it with an updated number. Check what you have been editing to see if any of the boxes have turned light red.

If so, it means there is a problem in that particular box. Remove these and it should SAVE normally. If your Portfolio is a SYNCED Portfolio, you will only be able to edit the cost basis on the Portfolio. The shares are locked, as this is information that is updated automatically from the brokerage. How do I download my Portfolio performance? You have two options to download your Portfolio performance: To download the Portfolio performance for all of your Portfolios, click Download All at the top of the page, and follow the prompts.

To download a specific Portfolio's performance, click Download above the Portfolio and follow the prompts. You have two options to print your Portfolios: To print all of your Portfolios, click Print All at the top of the page, and follow the prompts. To print a specific Portfolio, click Print above the Portfolio you wish to print and follow the prompts. Images Off Images On.