When viewing your Watchlist, click on the My Shares tab. Click on Add Lots for the symbol you would like to add holdings to and type in values in the Shares, Cost/Share fields. The Fees and Notes fields are optional. Once you enter a value for Shares and Cost/Share, the lot saves automatically and will reflect in your Watchlist totals.
To edit the lots, click on the arrow to the right of the symbol to expand the lot view. Here, you can edit the fields in the lot view and your changes will save automatically.
To remove a lot, click on the trash can icon to the right of the Your Note field. This will permanently delete your lot.
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