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How to enter a sell or delist in the Portfolio Manager to close off a position.

Share or stock sold or delisted in Portfolio Manager

In the Portfolio Manager, how do you edit a portfolio, delete shares or change the value of a property?

Editing, deleting, updating assets in the Portfolio Manager

Stock code change or fixing ASX holding, change the ticker, amend ticker, WDS, woodside

Changing or updating ASX ticker code symbol

Can I put more than one separate portfolio in Portfolio Manager?

Multiple Portfolios in Portfolio Manager

How to reflect a stock split or consolidation in the Portfolio Manager like IVV

Stock ETF split or consolidation for shares in the Portfolio Manager

A free tool to track all of your investments inside and outside of InvestSMART

What is the Portfolio Manager tool?

What stock exchanges do you currently support?

Portfolio Manager Help Centre

Moving holdings to another portfolio

Help articles on how to use the free Portfolio Tracker tool

The Portfolio Manager Tool

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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