Add Data Manually
Instructions
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Select the Configuration button in the top right corner of the PortfolioAnalyst page.
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Select Offline Account under External Accounts and press Continue
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Fill out the required information. Then select Manually under How do you want to enter your data?.
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Add information about the historical date and starting balance.
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Click Add Another Balance to for additional cash balances.
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Add information about the historical transaction history, then click Continue.
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Review and verify your information, then click Submit.
Additional Resources
Learn About PortfolioAnalyst External Accounts at IBKR Campus