Add Data Manually

Instructions

  1. Select the Configuration button in the top right corner of the PortfolioAnalyst page.

  2. Select Offline Account under External Accounts and press Continue.

  3. Fill out the required information. Then select Manually under How do you want to enter your data?.

    Image of the PortfolioAnalyst add offline account values panel.

  4. To add information about the historical date and starting balance, click Add Another Balance.

    Image of the PortfolioAnalyst add offline balances manually.

  5. Add the information, then click Continue.

    Image of the PortfolioAnalyst add positions panel.

  6. Review and verify your information, then click Submit.

 

Additional Resources