If your brokerage is not currently available for linking on Blossom, or if you don't quite feel comfortable linking your brokerage, then you can easily manually add your holdings to your portfolio instead! While you may miss out on the benefits of automatic trade updates, you can still leverage Blossom's portfolio tracking and analytics tools just the same, while also sharing your portfolio with others!
Populating your Portfolio for the First Time
How to manually add your investments:
Navigate to the Portfolio tab and select the 'bank' icon in the upper right-hand corner. Select 'Add investment/brokerage'. Then, select 'Add Investments Manually'.
Type in the name or ticker symbol you're looking for to add. Select it.
Eg. "AAPL" or "Apple"
Since you're adding a preexisting holding, select 'holding'.
Fill out the following information when it prompts you. The flow will ask for:
# of shares
Average buy price/price the trade was executed at
Which brokerage you used
Which account your holding belongs too (PRO feature only)
Once you've filled all this info out, that's it! It will now appear on both your Portfolio and Profile 😊
Recording a new Trade (buy or sell)
Record a BUY
Go to 'Your Portfolio' and select the 'bank' icon in the upper right-hand corner. Select 'Add investment/brokerage'. Then, select 'Add Investments Manually'.
Type in the name or ticker symbol you're looking for to add. Select it.
Eg. "AAPL" or "Apple"
Since we're recording a new purchase you made recently, select 'trade'. Then, select 'buy'.
Fill out the following information when it prompts you. The flow will ask for:
# of shares
Average buy price/price the trade was executed at
Which brokerage you used
Which account your holding belongs too (PRO feature only)
Record a SELL
Go to 'Your Portfolio' and select the 'bank' icon in the upper right-hand corner. Select 'Add investment/brokerage'. Select 'Edit Portfolio'.
Select which holding you sold.
Since we're recording a new sale you made recently, select 'trade'. Then, select 'sell'.
Fill out the following information when it prompts you. The flow will ask for:
# of shares
Average buy price/price the trade was executed at
Which brokerage you used
Which account your holding belongs too (PRO feature only)
Edit an existing holding's information
Go to 'Your Portfolio' and select the 'bank' icon in the upper right-hand corner. Select 'Add investment/brokerage'. Select 'Edit Portfolio'.
Select which holding you want to edit.
Since we're only editing the information of this holding and not recording a trade, select 'Edit holding'.
Fill out the following information when it prompts you. The flow will ask for:
# of shares
Average buy price/price the trade was executed at
Which brokerage you used
Which account your holding belongs too (PRO feature only)
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If you're facing any other issues with adding investments manually, please feel free to message us by going to Settings > Get Help where we will respond within 24hours 😊