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How to add Stocks to your account

To add a stock to your portfolio, you first need to have an Investment Account created.

Steps to add a stock:

  1. Navigate to your Investment Account page.
  2. Click the + Add button next to the Stocks section.
  3. Fill in the Stock Ticker symbol (e.g., AAPL).
  4. Enter the Quantity of stocks bought.
  5. Select the Purchase Date when the stocks were bought.
  6. Enter the Price per Share that was paid.
  7. If applicable, enter the Buy Commission fee.
  8. Click Add to Portfolio.
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