1. Click the Portfolio tab and then click the New tab.
2. Type a name for the portfolio in the Portfolio Name box. This is the name that appears in the Portfolio list box on the Search tab.
3. Type the tickers in the Ticker(s) box. Separate up to 10 tickers by a comma or a space.
4. Click to select a symbol set from the list. Ensure that the tickers you enter are all associated with the same symbol set. If the tickers are not from the same symbol set, select All Symbol Sets.
5. Click . You can continue typing more tickers in the Ticker(s) box and adding them to your list.
   OR
   Click to search for a specific ticker. The number of returned tickers are displayed beneath the search results box.
   
6. Click when you have added all the desired tickers to your portfolio.

See demo

• You can import tickers into a portfolio from a plain text file of comma-separated values by clicking .
• You can remove undesired tickers from your Selected Tickers list by selecting the ticker(s) and then clicking .
• Important: Be sure to use the Company Lookup function to search for unfamiliar company symbols by company name before you start adding company symbols in the Ticker(s) box, as activating the Lookup function erases any company symbols you have already typed in the Ticker(s) box.