Our ultimate goal is to simplify our users' life, and whenever possible we want to limit the manual inputs required to add or update Investments. 

To add Securities, select Add Holding, then Investment -> Funds, Brokers & Banks (Holding Class) -> Security Portfolios (Holding Type).

For Securities Portfolios, Exirio will source and update daily their valuations. 

First, you need to give a name to your Portfolio, or select any of your existing ones. 

In the field marked Security, you can search for the specific product (or Position) you want to add (by name, ISIN or ticker), and if there is a public price source for it you will never have to update its valuation again.  

When you add an Investment with available public prices, Exirio will automatically suggest a transaction price (the closing price of the day the transaction was executed, or yesterday's closing price if you are adding a transaction today), which of course you can edit and change into the actual price at which you have traded.