You can track your portfolio in 2 ways:
- Automatically
- Manually
Automatic Connection
When choosing to connect your portfolio automatically, you will be given a selection of all the supported institutions. After choosing an institutions, you will be prompted to follow the connection instructions (connection is made by our data provider with maximal security).
After a successful connection, you will be prompted to choose which accounts to connect (if you wish to track multiple accounts from the same institutions).
Once connected, Marketlog will fetch the data usually at the end of every day and will update your portfolio accordingly. You should note that during market hours your portfolio will be updated with live market data. This is a great option if you want to have as little work as possible inputting your trades and holdings.
Manual Connection
When manually tracking a portfolio, you have full control over the data and you will be required to enter every transaction manually so your portfolio is up to date. This is a great solution if you don’t open many trades per month however if you are a very active trader, we recommend using the automatic connection option to save up precious time.