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Portfolio & CalculationsSettings & Data
How to manage portfolios
How to create, organize, reset, and review portfolios in FolioSync.
Common symptoms
- You want to create or organize portfolios.
- You are deciding whether to track cash.
- You want to reset or clean up a portfolio.
What to try first
- 1Use separate portfolios when you want separate holdings, cash balances, reports, or calculations.
- 2Choose cash tracking based on whether you want FolioSync to update cash automatically after buys, sells, fees, deposits, and withdrawals.
- 3Open a portfolio to review holdings, summary metrics, transaction history, dividend history, reports, and related tools.
- 4Use transaction history when you need to edit or delete entries instead of changing totals manually.
- 5Before resetting or deleting portfolio data, create a backup from Settings > Data Protection.
- 6After major changes, refresh the portfolio and review cash, holdings, average price, and profit/loss.
When opening a ticket
- Send the portfolio name, action you were trying to perform, screenshot, and app version if portfolio management fails.
- Attach an Excel export or backup if the issue affects totals or transaction history.