Holdings overview
The holdings page is the home for your long-term positions—prices, cost, and notes in one place.
Page structure
| Section | Purpose |
|---|---|
| List | Browse symbols and position summaries |
| Detail | Cost, quantity, and notes for one symbol |
| Public page | Optional shared view of holdings |
Common actions
- Add or update symbols
- Adjust cost basis and quantity
- Attach research notes to a position
Warning
Market data on the page may be delayed. It is for notes and research only—not live trading quotes.
Related
- Getting started
- Browse public holdings: Holdings