Customize my portfolio options

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You can upload your investing account data to This allows you to view your portfolio, including shares, from anywhere you have internet access.

1.Choose Edit menu > Preferences.

2.In the left pane, click portfolio.

3.In the right pane, select the settings you want to use.

  • Send my Shares, or Send only my Symbols
    To track only your portfolio value (holdings), select Send my Shares. To track just the current share prices of your portfolio (market price per share), select Send only my Symbols.

4.Click OK to save your changes.

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