How to add custom securities in PortfolioPilot

Want to add custom assets like a local savings certificate to your portfolio? In this PortfolioPilot tutorial, we guide you through adding securities that may not be recognized automatically, making it easy to track unique investments.

What’s covered in this video:

1. Navigating to the Net Worth section to add assets
2. Selecting custom securities and entering account details
3. Adding proxy securities and custom assumptions for accurate tracking
4. Saving and viewing your updated portfolio

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