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Return to Overview

You can create new portfolios portfolio(s) to help you manage your different portfolios portfolio(s) and trading strategiesstrategy(ies)

Creating a Portfolio

1. Under 'Portfolio' in the navigation list on the left, click 'Create Portfolio'.

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  • Alternatively, click '+ New Portfolio' from the 'View Portfolio' page. 


2. Enter your desired name for the portfolio. 

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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  under 'Trade Capture' in  from the navigation list on the left.

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