Creating portfolios is easy.


To create manual portfolios, take the following steps:

Click the Portfolios tab in the top menu bar (1) and click the “Add Portfolio” button (2).

Add portfolio

The following “Add Portfolio” window will display:

adding portfolio options

To create a manual portfolio, click the “Add Manually” tab (2)

  • Enter a name for your manual portfolio, set it to “investment” or “watch only”, select your portfolio currency, and add a cash balance and any notes.
  • To start adding positions to your newly created manual portfolio, follow the steps in the article Adding Positions.

NOTE: You can always manually upload a portfolio (3) too. For more information on managing portfolios, please click here.

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