So you want to add your portfolio manually (no integrations, no CSV)? This guide explains the basic workflow and what you’ll need.

When manual is a good option

Manual portfolios are great if:

• You only have a handful of holdings
• You want full control over entries
• You don’t want to connect a third-party integration

If you have a lot of trade history, consider using the CSV importer instead — it’s usually faster.

What you’ll need

• Your trade history (buy/sell dates, units, price, fees)
• Any dividends or corporate actions you want reflected (optional)
• For foreign assets: currency and (if available) FX details

Step-by-step: create a manual portfolio

1. Go to Portfolio.
2. Choose Create portfolio (or Add portfolio) and select Manual.
3. Name your portfolio (e.g. “Long-term”, “SMSF”, “Speccy punting account”).
4. Add trades one-by-one:
   • Buy: date, ticker/name, units, price (and fees if prompted)
   • Sell: date, units, price (and fees if prompted)
   • Aggregation: If you record multiple trades for the same stock (e.g. two separate buys of CBA), Rask will automatically aggregate these into a single holding in your dashboard while preserving the individual trade records in your ledger.
5. Review your holdings and make sure totals look sensible.

Common gotchas

• Holdings look wrong: check you didn’t enter a sell as a buy (or vice-versa), and confirm units/price.
• Performance looks odd: missing fees and missing trade dates are the most common cause.

Next steps

• Go back to Portfolio overview