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The Portfolio Setup Wizard can be used to create your portfolio by manually entering current accumulated balances, or by downloading current accumulated balances directly from your financial online institution (if listed in available choices). The portfolio setup wizard feature is an ideal way to quickly begin using BetterInvesting Portfolio Manager with your actual data. Once your portfolio has been created, you can use this portfolio to monitor your holdings and make immediate investment decisions. Meanwhile, if you intend to enter your past historical activity, you can create another portfolio for this purpose (file menu | portfolios | create new). As time permits, you can enter your historical activity in sequential order to this new portfolio until all transaction activity reflects your most recent statement. At that point, you can delete the ‘wizard portfolio’ first created, and rely on the historical portfolio for future activity.
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