[OSV Tour 14] Stock portfolio tracker quick start

1. In the homepage, just click on Portfolio to save, monitor and review your stocks or create custom watchlists to track.

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2. Click edit to make your own custom portfolio tracker.

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3. You can also upload a CSV file following the template to make things even easier.

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4. Exporting button can help you download custom reports.

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5. Go fullscreen to see all the data in one single page.

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6. View different reports. Report views can be customized.

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7. Click this button to add, delete, modify different transactions.

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8. Monitor performance of the transactions you added to the app.

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9. Add stocks manually here.

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10. Input withdrawal or deposit cash transactions to reflect in your performance and returns.

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11. Manually input a buy or sell transaction here.

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12. Enter a ticker here and fill in the forms and choose type e.g. buy, sell or fee.

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13. Click on the pen icon to directly edit or add stock transactions.

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14. Edit transaction to display or edit all your transactions.

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15. Edit transaction type here.

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16. This is where you control cash balance of your portfolio.

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17. Use this tab to input your maintaining cash balance. Use the check boxes to determine where the cash should be drawn.

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18. **IMPORTANT** remember to update to save your work.

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19. Download the free CSV template.

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20. Preview the file that you imported here.

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21. Here you can see if the app matches the dates with your csv.

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22. Check here to see if you have the same date format as your csv.

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23. Click here to import your csv file to the app.

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