*please note, that PortfolioRunner is not a broker or dealer, nor is it linked to any broker or dealer. PortfolioRunner only reflects operations you perform in real life when you enter such data into the system. You need to set up an account with a reputable broker in order to buy and sell stocks, receive dividend etc.
In order to maintain actual state of your portfolio with PortfolioRunner, you will need to input information about operations you performed in real life into the system. Select operation type from dropdown list at Operations panel, fill in appropriate fields and click “Submit” button.
Buy stock
Use this operation to add stocks that you have bought at your broker to your open positions. Enter stock symbol, quantity, price and commission for trade. Click “Submit” button. Stock symbol appears in open positions pool, your buy power and cash balance will be recalculated automatically.
Sell stock
Use this operation for stocks that you have sold at your broker. Enter stock symbol, quantity, price and commission for trade. Click “Submit” button. Open positions pool will be adjusted accordingly, your buy power will be recalculated automatically.
Add stock
Use this operation to add stocks to open positions pool without affecting cash balance or buy power. Typically, this operation is used when you create a new portfolio and add stocks bought earlier.
Remove stock
Use this operation to remove stocks from open positions pool without affecting cash balance or buy power. Typically, this operation is used to make some corrections when a mistake detected.
Dividend
Use this operation to enter dividends received. Your buy power will be recalculated automatically
Payment
Use this operation to handle miscellaneous expenditures related to your brokerage account. These might be monthly fees or other charges you pay from your broker account in order to support your trading activities. Your buy power will be recalculated automatically
Royalty
Use this operation to handle miscellaneous receipts to your brokerage account. Your buy power will be recalculated automatically.
Add cash / Deduct cash
Use this operation when you add or withdraw money from your brokerage account. Your buy power will be recalculated automatically.