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Currently, by AT&T coffee mug

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Customize Your
Finance Portfolio

For New Users

Customize your finance portfolio on Currently, from AT&T, by doing the following:
 

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Go to “Finance | My Portfolio” and click on “sign in”.

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Enter your AT&T User ID or create a new AT&T account.

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After your account is created, go back to “Finance | My Portfolio” page and click on “+ Create Portfolio".

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Add securities to your portfolio and customize your view.

 


For att.net finance portfolio Users

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On att.net, download your existing portfolio by clicking on “Download Portfolio” in the upper right of the screen (below the toolbar) and save the .csv file on your device.
Pro Tip #1:  The default file name is “MyWatchlist.csv”

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Go to “Finance | My Portfolio” on Currently, from AT&T, and click on “+ Create Portfolio”.
Pro Tip #2:  Be sure to login with your AT&T credentials.

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Open your “MyWatchlist.csv” file and add your portfolio to customize your view.

 

Questions?  View our FAQs