{"id":460,"date":"2024-09-25T11:43:59","date_gmt":"2024-09-25T11:43:59","guid":{"rendered":"https:\/\/help.marketlog.com\/?post_type=ht_kb&#038;p=460"},"modified":"2024-12-01T11:28:01","modified_gmt":"2024-12-01T11:28:01","slug":"add-your-portfolio","status":"publish","type":"ht_kb","link":"https:\/\/www.marketlog.com\/help\/knowledge-base\/add-your-portfolio\/","title":{"rendered":"Add Your Portfolio"},"content":{"rendered":"\n<p>You can track your portfolio in 2 ways:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Automatically<\/li>\n\n\n\n<li>Manually<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"521\" src=\"https:\/\/help.marketlog.com\/wp-content\/uploads\/2024\/09\/image-1024x521.png\" alt=\"\" class=\"wp-image-461\" srcset=\"https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-1024x521.png 1024w, https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-300x153.png 300w, https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-768x391.png 768w, https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-50x25.png 50w, https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-60x31.png 60w, https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-100x51.png 100w, https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image.png 1237w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong><span style=\"text-decoration: underline;\">Automatic Connection<\/span><\/strong><\/p>\n\n\n\n<p>When choosing to connect your portfolio automatically, you will be given a selection of all the supported institutions. After choosing an institution, you will be prompted to follow the connection instructions (connection is made by our data provider with <a href=\"https:\/\/help.marketlog.com\/knowledge-base\/is-my-data-secure\/\" data-type=\"link\" data-id=\"https:\/\/help.marketlog.com\/knowledge-base\/is-my-data-secure\/\">maximal security<\/a>).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"743\" src=\"https:\/\/help.marketlog.com\/wp-content\/uploads\/2024\/09\/image-1-1024x743.png\" alt=\"\" class=\"wp-image-462\" srcset=\"https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-1-1024x743.png 1024w, https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-1-300x218.png 300w, https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-1-768x558.png 768w, https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-1-50x36.png 50w, https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-1-1536x1115.png 1536w, https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-1-60x44.png 60w, https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-1-100x73.png 100w, https:\/\/www.marketlog.com\/help\/wp-content\/uploads\/2024\/09\/image-1.png 1734w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>After a successful connection, you will be prompted to choose which accounts to connect (if you wish to track multiple accounts from the same institutions).<\/p>\n\n\n\n<p>Once connected, Marketlog will fetch the data usually at the end of every day and will update your portfolio accordingly. You should note that during market hours your portfolio will be updated with live market data. This is a great option if you want to have as little work as possible inputting your trades and holdings.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><span style=\"text-decoration: underline;\"><strong>Manual Connection<\/strong><\/span><\/p>\n\n\n\n<p>When manually tracking a portfolio, you have full control over the data and you will be required to enter every transaction manually so your portfolio is up to date. This is a great solution if you don&#8217;t open many trades per month however if you are a very active trader, we recommend using the automatic connection option to save up precious time.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can track your portfolio in 2 ways: Automatic Connection When choosing to connect your portfolio automatically, you will be given a selection of all the supported institutions. After choosing an institution, you will be prompted to follow the connection instructions (connection is made by our data provider with maximal&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[107],"ht-kb-tag":[],"class_list":["post-460","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faq"],"_links":{"self":[{"href":"https:\/\/www.marketlog.com\/help\/wp-json\/wp\/v2\/ht-kb\/460","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.marketlog.com\/help\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.marketlog.com\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.marketlog.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marketlog.com\/help\/wp-json\/wp\/v2\/comments?post=460"}],"version-history":[{"count":3,"href":"https:\/\/www.marketlog.com\/help\/wp-json\/wp\/v2\/ht-kb\/460\/revisions"}],"predecessor-version":[{"id":485,"href":"https:\/\/www.marketlog.com\/help\/wp-json\/wp\/v2\/ht-kb\/460\/revisions\/485"}],"wp:attachment":[{"href":"https:\/\/www.marketlog.com\/help\/wp-json\/wp\/v2\/media?parent=460"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.marketlog.com\/help\/wp-json\/wp\/v2\/ht-kb-category?post=460"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.marketlog.com\/help\/wp-json\/wp\/v2\/ht-kb-tag?post=460"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}