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How to add Lincoln Funds into the Stock Doctor Portfolio Manager

Please see instructions below on adding Lincoln Funds into the Stock Doctor Portfolio Manager:

- Navigate to the Portfolio Director:
https://www.stockdoctor.com.au/Portfolio  
- Click on your Portfolio: e.g. ‘Sample Portfolio’
- At the top of the webpage click on the 'Other Assets' Tab

Above the heading 'Assets Held' to the right of the page
- Click the blue button 'New Buy'

 

- Under ‘Asset Type’ Select: Lincoln Managed Fund
- Under ‘Name’ Select: e.g. Lincoln Wholesale Australian Growth Fund


- Enter Trade Date, Units, Price per Unit…
- Click 'Save'

 

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