How to Create a New Portfolio

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

Creating a Portfolio

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

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

2. Enter your desired name for the portfolio. 

3. Select a parent portfolio (if any).

4. Select the trade(s) to be included in the portfolio using the filters available. You can input your trades under 'Trade Capture' from the navigation list on the left.

5. Confirm your portfolio details and click 'Finish' to proceed.