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Restore Positions

If your positions in a synchronized portfolio were deleted accidentally or are missing, they can often be restored. Please note that you cannot manually add positions to a synchronized portfolio, as they need to be returned from your brokerage data using our data aggregator.


To Restore Positions in your portfolio, follow the below steps:


1. Go to the Manage tab under My Portfolios.


2. Click on the green "Refresh" icon to the left of your synced portfolio.




3. Select Restore Positions:


Restore


4. Follow the prompts to enter your broker's security code, if required.


5. After the process is complete, your positions should appear automatically in your synchronized portfolio.

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