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Please click on any of the video titles below to learn more.
What's Changed on the Portfolio Homepage: Homepage features
Individual Valuation: Summarizing PNL
Dividend Reinvestment - Change Default: How to set up DRIPs
How to Get Help: Venues for Assistance
Transactions Associated with a Holding: History associated with holding
Transactions Tab: New - different than holdings, shows every transaction
"Other" Investments: Adding items other than stocks and funds
Use Cash Balance: Difference between cash and no cash
Globe Editorial: Difference between editorial and press releases
Real-time Data: Which exchanges has it
Basic Functionality: User experience
Create Custom Views: Create a custom data filter
Data Update Button: Turn off real-time quotes
Create a Portfolio: How to start a new Portfolio