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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".
    1. Alternatively, click "+ New Portfolio" from the Portfolio page. 
  2. Enter your desired name for the portfolio. 
  3. Select a parent portfolio.
  4. Select the trade(s) to be included in the portfolio using the filters available.
  5. Confirm your portfolio details and click "Submit" to proceed.
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