When you click on the New/Import Portfolio icon, the following form will be displayed:
Click the +Add Position button to add a row. As you type on the Symbols field, there will be a self completion feature with all possible matches that are available in our universe. You can use the ticker or company name for searches.
We use a ticker:mic nomenclature, where mic is the ISO 10383 market identifier code. For example, BMW:XETR is the stock of Bayerische Motoren Werke AG, traded at the Xetra exchange.
To see all the exchanges currently supported click here: Supported Exchanges.
The field Contracts/Shares can be any positive or negative number (including fractional numbers). The field Aggregation Labels is optional and is used for bottom-up risk aggregations in certain templates.
Options and other derivatives need to follow our symbology here: Symbology