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Your first session checklist
Sign in, add your first item, create a folder, and try rearranging the dashboard in about ten minutes.
Overview
These steps cover the basics in about ten minutes. Skip any step you have already done.
1. Create your account and sign in
If you have not already, create an account and then sign in at /auth/signin.
StackerTracker
Create your account
2. Check the dashboard
After signing in, you should see your portfolio name and some module space. Empty tiles are normal for a new account.
3. Add your first item
Tap Manage, then Add New Asset. Pick the type you own and fill in the form. For a full walkthrough, see Adding an asset.
Manage
4. Create a folder (optional)
Open Manage and choose Add New Container. Pick a descriptive name. Leave Parent Container on None (root level) for now. See Adding a container for more.
5. Move the item into that folder
Open the item you just created, tap the three dots, and choose Relocate item. Pick the folder and confirm. See Relocating assets for details.
6. Try customizing the dashboard
Open Manage and choose Customize Dashboard. Drag modules around, then tap Save changes. See Customizing your dashboard layout for more.
Customize your dashboard
Drag to move and resize modules