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8. Managing Your Portfolio > Build an Online Portfolio

Build an Online Portfolio

Before you can use online portfolio tools to track your investments, allocate your assets, or rebalance your portfolio, you must create an online portfolio of your holdings.

To build an online portfolio, gather your most recent investment account statements. Keep this information handy in case you need to obtain specific information in a later step. If you have only a few holdings in your portfolio, it’s easy to build an online portfolio by entering the ticker symbols and numbers of shares for your stocks and mutual funds. If you have a larger portfolio and track your holdings in a spreadsheet or a financial application such as Quicken, you can build your online portfolio by uploading your information.


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