When you create a portfolio you can edit the cash amount in your portfolio. This can be done by clicking the edit icon in the bottom left corner of the Update Portfolio window.
Clicking the edit button will display the window seen below, here is where you can enter the cash amount.
If you make any trades in the portfolio you can click the ‘Adjust Cash’ box as seen below and this will adjust your cash based on the type of transaction that you select. If this box is unchecked, any transactions you make in your portfolio will not affect the portfolio’s cash balance.
