Custom Portfolios

What is it?

Allows you to create custom  portfolios with real and 'virtual' assets.

How does it benefit you?

Test 'what-if' strategies and get current pricing on stocks and other assets of interest to you all in one convenient location.

How do you use it?

Begin by creating a new portfolio and adding the securities.  Then add in hypothetical cost information and if you want to pull the trigger, get a quote and then initiate your buy or sell order.

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