Step 1: Go to The Portfolio Tracking Page
Step 2: On the Portfolio Overview Tab, Click the "Add New Investment" button
Step 3: Enter the stock ticker symbol in the field Labeled "Stock Symbol"
You can search for available stocks/funds and their ticker symbols in the Find Available Symbols box.
Step 4: Enter the Total Number of Shares Purchased
Can include fractional shares.
Step 5: Enter the Total Cost to Purchase Those Shares
This is the total cost. It is NOT the cost per share.
Step 6: Check the Box if you Bought These Shares via Dividend Reinvestment (DRIP)
Leave unchecked if you purchased them outright.
Step 7: Click "Update"
Upon successful submission, the page will reload with the input.