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Return to Overview

You can create new portfolios to help help you manage  manage your different portfolios. 

Creating a Portfolio

  1. Under "Portfolio" in the navigation list on the left, click "Create Portfolio".
    • Alternatively, click "'+ New Portfolio" from the Portfolio page. 
  2. Enter your desired name for the portfolio. 
  3. Select a parent portfolio (if any). (question)
  4. Select the trade(s) to be included in the portfolio using the filters available. You can input your trades under the 'Trade Capture' in the navigation list on the left.
  5. Confirm your portfolio details and click "Submit" to proceed.

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