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You can create new portfolios to help you manage your different portfolios.
Creating a Portfolio
- Under "Portfolio" in the navigation list on the left, click "Create Portfolio".
- Alternatively, click "+ New Portfolio" from the Portfolio page.
- Enter your desired name for the portfolio.
- Select a parent portfolio.
- Select the trade(s) to be included in the portfolio using the filters available.
- Confirm your portfolio details and click "Submit" to proceed.
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