Published: September 19, 2025

Last Update: April 29, 2026

Explore the Manage Tab in My Portfolios

Let's dive into the features of the Manage tab under My Portfolios and learn how to effectively oversee your existing portfolios.

The Manage tab provides a comprehensive view of all your current portfolios, along with key data for each. Portfolios are organized into two distinct tabs: Investment and Watch. This separation allows for clearer navigation and enables you to view grouped totals for each portfolio type at a glance.

Whether you're tracking performance or making updates, the Manage tab is your central hub for portfolio oversight.

• Click Investment to view Investment portfolios or Watch Only to view Watch portfolios (1).
• You can view by Open, Closed, or All Positions (2).
• The white boxes allow you to delete portfolios or access available tools for selected portfolios (3).
• The downward-pointing blue triangle allows you to Edit, Delete, Duplicate your portfolio, or Copy Closed Positions (4).
• To add a portfolio (Link to Brokerage, Add Manually, and Upload CSV File), click the green Add Portfolio button (5).
• You can print or export the information in the upper-right (6).
• You can adjust the column headers by clicking on the white edit pencil (Default View) or creating a new view (7).

To connect your brokerage account for the first time using the Link to Brokerage option, see Setting Up Sync for the First Time: Step-by-Step.

Here are typical columns you may see:

• The Portfolio Name is your portfolio's name.
• Currency is the designated currency for the portfolio.
• Alerts tell you how many alerts are set for the positions in your portfolio.
• Triggered Alerts tell you how many alerts have been triggered for the positions in that portfolio.
• Positions tell you how many positions are in the portfolio.
• Cash tells you the cash balance in the portfolio.
• Avg Day Held tells you the average calendar days the positions have been in your portfolio.
• % Gain tells you the percentage gain (or loss) of all positions in the portfolio.
• Notes are the custom data you enter about your portfolio
• TradeSmith Value is the value of the positions we can track on the TradeSmith Finance site. 
• Brokerage Value is the value we received from the Broker during the synchronization process.  
• % of Portfolio displays the allocation percentages within each portfolio, which add up to 100%.
• Created Date is the date the portfolio was created.
• Notes include any descriptions you add to help you track your accounts.

Question:  Why are my Brokerage Value and TradeSmith Value different?    

Answer: If you hold some positions in the portfolio that we can not track on the TradeSmith Finance site (such as Bonds), those positions will not be included in TradeSmith, which could result in different values.

Need Help? 

Our Customer Success team is ready to assist: 

• Phone: 1-866-385-2076 (toll-free) 
• Email: [email protected] 

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s).