When Wall Street launches for the first time, the portfolios are the first thing you see. You can keep track of all your stocks in one place, or if you like to organize your stocks, create more portfolios. Wall Street's portfolios lets you rearrange and order your portfolios and stocks to keep the most crucial information right at your fingertips.
Adding stocks to your portfolios is easy. Simply click on the plus sign in the upper left-hand corner of the screen, and start typing either the name of the company or its symbol. Wall Street will deliver the results of your search almost immediately. To add a stock from this list, simply tap it and choose which portfolio should add the new stock.
Having more than one portfolio can make it easy to organize your stocks. To add a portfolio, tap Edit in the upper right-hand corner of the screen. The first section in the editing table is a list of your portfolios. At the end of the first section, tap next to Insert Portfolio. Now, Wall Street asks you for a name for your new portfolio. If the name you have chosen is not already taken by another portfolio, then tap the name you chose in the table to confirm creating the new portfolio.
Wall Street makes deleting stocks from your portfolios extremely easy. Simply slide your finger across the stock in the portfolio, and tap the delete button. To delete portfolios, tap Edit in the upper right-hand corner of the screen, and tap next to the portfolio you wish to delete and tap Delete to confirm. To return, tap Done in the upper right-hand corner of the screen.
Reordering your stocks and portfolios is just as easy as deleting them. First, tap Edit in the upper right-hand corner of the screen. For both portfolios and stocks, hold down on the right-hand side of the item you wish to reorder, and then drop the portfolio or stock where you wish to place it. To return, tap Done in the upper right-hand corner of the screen.
Renaming a portfolio in Wall Street is almost exactly like creating a new portfolio. First, tap Edit in the upper right-hand corner of the screen. In the first section of the table, select the portfolio that you would like to rename. Enter the portfolio's new name, and the tap the new name in the table below to confirm renaming the portfolio. To return, tap Done in the upper right-hand corner of the screen.