Overview

Are you looking to track your Investment Accounts manually in Simplifi? If so, look no further! This Article will cover everything that you need to know about adding Holdings or Cash to a Manual Investment Account in Simplifi!

Note: To start, you'll first need to create a Manual Investment Account; please click here for steps on creating a Manual Account in Simplifi!

Add Holdings to a Manual Investment Account

  1. Hover over the panel on the left-hand side and select Investments.

  2. Click the blue +ADD button towards the upper right.

  3. Select the Account that you'd like to add the Holdings to.

  4. Select the Stocks or options tab.

  5. Enter the Company name and then enter the Shares quantity and the Price per Share. Note: If you select a valid Ticker Symbol from the drop-down menu when entering the Company name, the Price per share will be automatically entered at the latest quote price.

  6. Click Add when done.

Add Cash to a Manual Investment Account

  1. Hover over the panel on the left-hand side and select Investments.

  2. Click the blue +ADD button towards the upper right.

  3. Select the Account that you'd like to add the Cash to.

  4. Select the Cash tab.

  5. Enter the Total cash and click Add when done.

How to Edit or Delete Manually Created Holdings or Cash

  1. Hover over the panel on the left-hand side and select Investments.

  2. Locate the Holding or Cash that you'd like to edit or delete, hover your cursor over it, and then click the three dots at the end of it.

  3. To edit the Holding or Cash, click Edit, make the necessary changes and then click Update when done; to delete the Holding or Cash, select Delete and then click Delete Holding or Delete Cash, whichever applies.

To learn how to add Holdings or Cash to a Manual Investment Account on the Simplifi Mobile App, please click here!

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