To add a new stock simply select New from the soft-key MENU and then:
1. Select 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 select Add Package or Symbol Lookup from the soft-key MENU and then refer to Add Package or Stock Symbol Lookup.   
2. Select 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. Select the sector from the sector list. Should the sector not exist then select Add Sector from the soft-key MENU and follow the steps in the Managing your sectors for adding a sector.
4. Select the market from the market list. Should the market not exist then select Add Market from the soft-key MENU and follow the steps in the Managing your markets for adding a market.
5. Select 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. Select the Create soft-key to confirm your changes or Cancel to discard them.

To Edit an existing stock
Highlight the stock line then select Edit from the soft-key MENU and then follow the steps for adding a stock or the following to add dividends or split a stock.
Dividends
1. Select the amount field and enter the dividend amount.
2. Select the date field and enter a date, if desired.
3. Select the description field and enter a description if required. This description will be added to the trading screen.

To Delete an existing stock
Highlight the stock line then select Delete from the soft-key MENU and provide confirmation when prompted. Please note that you will not be able to delete a stock that is in use.
 

Adding a stock package for the first time:
Please use the menu option 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 select the line in the list and then press the Action key or the SELECT soft-key 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 select the Add soft-key and then:
1. Select the suffix edit field and enter the suffix.
2. Select the name edit field and enter a name
3. Select the currency from the list
4. Select 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. Select the hours fields and enter the market hours (specified in local time).
6. Select the country list and select the market location.
To enter the market costs, select 'Market Costs' from the soft-key MENU and then:
7. Select the Market costs - Purchase Fixed edit field and enter any fixed trading costs for purchasing stocks.
8. Select the Market costs - Purchase Percentage edit field and enter any percentage trading costs for purchasing stocks.
9. Select the Market costs - Sell Fixed edit field and enter any fixed trading costs for selling stocks.
10. Select the Market costs - Sell Percentage edit field and enter any percentage trading costs for selling stocks.
11. Select the Back soft-key and then the Create soft-key to confirm your changes or Cancel to discard them.

To Edit an existing market
Select the market line then Edit from the soft-key MENU and then follow the steps for adding a market.

To delete an existing market
Select the market line then Delete from the soft-key MENU and then provide confirmation when requested.

To add a new sector simply select Add from the soft-key and then:
1. Select the name edit field and enter a name
2. Select the description edit field and enter a description
3. Select the Create soft-key to confirm your changes or Cancel to discard them.

To Edit an existing sector
Select the sector line then Edit from the soft-key MENU and then follow the steps for adding a sector .

To delete an existing sector
Select the sector line then Delete from the soft-key MENU and provide confirmation when requested.
 

To add a new currency simply select Add from the soft-key and then:
1. Select the name edit field and enter a name
2. Select the description edit field and enter a description
3. Select the decimal places field and enter the number of decimal places that the currency uses.
4. Select the Create soft-key to confirm your changes or Cancel to discard them.

To Edit an existing currency
Select the currency line then Edit from the soft-key MENU and then follow the steps for adding a sector .

To delete an existing currency
Select the currency line then Delete from the soft-key MENU and then provide confirmation when requested.