Manually Add Investment Holdings and Have Balances Update
I want to manually add the holdings that make up my investment accounts and have the balances update each time I log in without linking them. How do I do this?
You can enter your holdings using the ticker symbols. WealthTrace will fetch the most recent price for each holding and apply that to the balance. If the number of shares of a holding changes, you must manually update this. You can see how to enter multiple holdings manually in the screenshots below. Note that you do not need to update any of this information if you link your accounts.
