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Return to Overview


  • Alternatively, click '+ New Portfolio' (located on the right corner of the page), from the 'View Portfolio' page. 

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2. Enter your desired name and settlement currency for the portfolio ("USD" is the default currency). Click 'Next' to continue. 

3. Select a parent portfolio (if you want the newly-created portfolio to be a child of an existing portfolio), if any. Otherwise, leave it empty. Click 'Next' to proceed.

4. Confirm your portfolio details and if you're on free trial, simply click 'Submitto proceed, and you're good to go! If you're on a subscription plan, choose your 'Licence Type'. (Please refer to Assigned Licences for more information.)

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Portfolio Hierarchy


You can simply drag-and-drop the portfolio(s) to change its ordering, and/or place one portfolio as a child of another portfolio, as well as delete it (by clicking the 'bin' icon). You may also click to expand the drop-down list (represented by a '+' icon) next to the portfolio to view its child portfolio(s) (if any). Simply click on any portfolio and its summary will be reflected in the table on the right. Clicking on the parent portfolio will display the combined summary details of its child portfolio, so you can have an overview of the overall performance of the sub portfolios.