Add an investment account and its holdings

1. 1Open Portfolio, then select Add account.
2. 2Select Investment, then Enter manually.
3. 3Type a Name and check the Currency. In Current balance, type only its cash.
4. 4Select Create account, then Add position under the new account.
5. 5Type the holding's symbol or name, then pick it.
6. 6Type the Quantity and the price you paid, then select Add holding.

For a holding with no symbol, like a private fund, select Not listed anywhere? and type its cost.