Premium and Portfolio Manager
Information on the former Premium membership option and legacy Portfolio Manager
Premium membership
Learn more about changes to the former Premium membership since the launch of Investor.Portfolios in Portfolio Manager vs. Investor
Learn the differences between portfolios in Portfolio Manager vs Investor.Add holdings to Portfolio Manager
Add securities to your portfolio using Portfolio Manager.Delete holdings from Portfolio Manager
Remove holdings from Portfolio Manager.Incomplete X-Ray
Troubleshoot issues with missing data in X-Ray.Watchlists in Portfolio Manager vs. Investor
Learn the differences between watchlists in Portfolio Manager vs. Investor.Converting watchlists
Convert a watchlist from Portfolio Manager into an Investor portfolio.Create custom views in Portfolio Manager
Create custom views in Portfolio Manager.