To add a new stock simply tap the New button and then:
1. Tap the symbol edit field and enter the symbol. This symbol mustn’t include suffixes, for example VOD.L (Vodafone - London) must be entered as VOD. If the stock symbol is unknown then either tap Add Package and refer to Add Package or tap the adjacent icon, ensure that you have already selected the stocks' market, and then refer to Stock Symbol Lookup.   
2. Tap the description edit field and enter a description, if required. If this field is blank then XS Portfolio will automatically obtain the description when the stock prices are updated from the Internet.
3. Tap the sector drop list and select the sector. Should the sector not exist then tap the adjacent icon and follow the steps in the Managing your sectors for adding a sector.
4. Tap the market drop list and select the market. Should the market not exist then tap the adjacent icon and follow the steps in the Managing your markets for adding a market.
5. Tap the Add Suffix and select whether the symbol specified needs a suffix. Most of the time this is true and the main exception seems to be indices.
6. Tap the Create button to confirm your changes or tap cancel to discard them.

To Edit an existing stock
Tap the stock line then tap the Edit button and then follow the steps for adding a stock or the following to add dividends or split a stock.
Dividends
1. Tap the amount field and enter the dividend amount.
2. Tap the date field and enter a date, if desired.
3. Tap the description field and enter a description if required. This description will be added to the trading screen.
 

Adding a stock package for the first time:
Please use the button Refresh to download the latest packages from the xcite server. Note: This list will also be updated on occasions so please use Refresh to keep your package list up-to-date. Note: Please email support@xcitesoftware.com if you would like a package for a particular index.

Choosing which package to install:
Simply scroll thru' the list and select Add Package to install the package from the xcite server.
The number in the quantity column is the approximate number of stocks that will be added, plus if a stock already exists on your device then it will not be overwritten.

Once you have located the desired stock tap the line in the list and then tap the SELECT button to automatically fill the symbol name, description and suffix fields on the previous screen. 

Please note: The server used to obtain the stocks limits the number of stocks shown in the list to a maximum of 50.

To add a new market simply tap the Add button and then:
1. Tap the suffix edit field and enter the suffix.
2. Tap the name edit field and enter a name
3. Tap the currency drop list and select the currency
4. Tap the currency unit edit field and enter the amount of unit that the market uses. For example the UK markets are specified in pence so this currency unit must be 100 in order to convert the prices to pounds.
5. Tap the hours fields and enter the market hours (specified in local time).
6. Tap the country list and select the market location.
7. Tap the Market costs - Purchase Fixed edit field and enter any fixed trading costs for purchasing stocks.
8. Tap the Market costs - Purchase Percentage edit field and enter any percentage trading costs for purchasing stocks.
9. Tap the Market costs - Sell Fixed edit field and enter any fixed trading costs for selling stocks.
10. Tap the Market costs - Sell Percentage edit field and enter any percentage trading costs for selling stocks.
11. Tap the Create button to confirm your changes or tap cancel to discard them.

To Edit an existing market
Tap the market line then tap the Edit button and then follow the steps for adding a market.

To delete an existing market
Tap the market line then tap the Delete button and then provide confirmation when requested.

To add a new sector simply tap the Add button and then:
1. Tap the name edit field and enter a name
2. Tap the description edit field and enter a description
3. Tap the Create button to confirm your changes or tap cancel to discard them.

To Edit an existing sector
Tap the sector line then tap the Edit button and then follow the steps for adding a sector .

To delete an existing sector
Tap the sector line then tap the Delete button and provide confirmation when requested.
 

To add a new currency simply tap the Add button and then:
1. Tap the name edit field and enter a name
2. Tap the description edit field and enter a description
3. Tap the decimal places field and enter the number of decimal places that the currency uses.
4. Tap the Create button to confirm your changes or tap cancel to discard them.

To Edit an existing currency
Tap the currency line then tap the Edit button and then follow the steps for adding a sector .

To delete an existing currency
Tab the currency line then tap the Delete button and then provide confirmation when requested.