Published on January 7, 2026.

Last Update: May 21, 2026.

A manual portfolio gives you full control over your holdings. Unlike a linked brokerage account, positions must be added, updated, and closed by hand. Any time you enter or exit a trade, you'll update your portfolio to keep it accurate.

Prefer to link your brokerage account instead? See Setting Up Sync for the First Time: Step-by-Step for a complete walkthrough.

Go to My Portfolios and select the Manage tab located below.

Click the green Add Portfolio button and select "Add Manually."

Name your portfolio, adjust the desired settings, add your Assets and click, and once done click on "save portfolio"

For more details on creating a manual portfolio, click here.

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).