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You can create new portfolios to help you 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).
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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.
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5. Confirm your portfolio details and click '
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Finish' to proceed.