How to Build Portfolios Using the My Portfolio Tool
The My Portfolio tool is accessible to all AAII members, but A+ Investor subscribers have access to exclusive features, including Portfolio Insights and Diversification Analysis. However, to get the most out of those features, you first need to create a portfolio with your holdings. You may also wish to make a separate portfolio or two to hold your stock, mutual fund or exchange-traded fund (ETF) ideas.
Here are the steps to create a new portfolio in My Portfolio.
Creating a portfolio will allow you to gain insights into your portfolio holdings:
How your investments are performing now and ...