A simple way to add position(s) is from the Positions tab. Once you go to My Portfolios and Positions, click the Add Position button.  

 Then, fill out the form that appears.  

• Select the Portfolio you will be adding the position to (1)
• Enter the position(s) that you would like to add, with your buy date, buy price and number of shares. (2)
• Set the "Long" and "Short" trade type. (3) Long is for a holding you buy in the hope you will profit on an increase in value and Short is for a holding you sell to profit on a decrease in value.
• Select the alert you would like to apply from the available templates (4)
• Click Save and Close

Note: You cannot add manual positions to synchronized portfolios. 

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s). The pictures in our Education Center articles are taken from a TradeSmith Platinum account.