How to create a portfolio

1

Create a Portforlio

Creating a New Portfolio

1. Click More in the main navigation.

2. On the left-hand side, click Create New Portfolio.

3. Enter a name for your portfolio.

4. Click Save.

Your portfolio is now created. At this stage, it will be empty until strategies are added.

2

Adding Strategies to a Portfolio

You can add strategies in two ways:

Option 1: Create a New Strategy

• Create a new trading strategy as normal.

• When saved, assign the strategy to your chosen portfolio.

Option 2: Add an Existing Strategy

1. Navigate to View History.

2. Locate the strategy you want to add.

3. Click the three-dot menu next to the strategy.

4. Select Add to Portfolio.

5. Choose the portfolio you want to add it to.

The strategy will now appear in your selected portfolio.

The Portfolio feature is available only on paid plans (Plus and Premium). Starter users do not have access to portfolio functionality.

Learn how portfolios are used